OSCV vs IJH

AOSCV

BIJH

Measures won1–5IJH wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · OSCV $12,615

Lowest cost0.05%IJH · $5 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common8.1%OSCV and IJH

OSCV

IJH

Opus Small Cap Value Plus ETF · $633MiShares Core S&P Mid-Cap ETF · $125B

+12.5%3 years · per year$14,253 · $15,806+16.5%

+4.8%5 years · per year$12,615 · $13,830+6.7%

0.79%Expense ratio$79 · $5 on $10k · lower wins0.05%

1.13%12-mo yield$113 · $126 on $10k1.26%

−9.1%Worst dropSmaller wins−8.8%

12.2%VolatilityLower wins15.5%

1–5IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsOSCV · IJH

2.8%EHC0.4%

0.4%DINO0.5%

2.9%TXRH0.4%

2.1%AHR0.4%

Held in common8.1%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
2	AOSCV	Opus Small Cap Value Plus ETFRead Desk		0.79%	1.13%	−2.7%	+10.3%	+11.4%	+12.5%	+4.8%	−9.1%	$633M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
2	AOSCV	Opus Small Cap Value Plus ETFRead Desk		0.79%	1.13%	−2.7%	+10.3%	+11.4%	+12.5%	+4.8%	−9.1%	$633M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OSCV vs IJH

OSCV

Opus Small Cap Value Plus

$12,615

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureOSCVIJH

Fee0.79%0.05%

Cost on $10k a year$79$5

Yield1.13%1.26%

5 years, per year+4.8%+6.7%

3 years, per year+12.5%+16.5%

Worst drop · 1Y−9.1%−8.8%

Volatility · 1Y12.2%15.5%

5–1measures won
IJH first

8.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: OSCV, IJH

Today

8.1%most shared, OSCV and IJH

OSCVIJH

OSCV—8.1%

IJH8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

OSCV$113 − $79 = $34

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee