OSCV vs IJR

AOSCV

BIJR

Measures won2–4IJR wins · of 6 · 5Y

$10,000 · 5Y$13,136IJR · OSCV $12,615

Lowest cost0.06%IJR · $6 on $10k

Most income1.24%IJR · $124 on $10k

Smallest drop−9.1%OSCV · worst fall in 1Y

Held in common5.2%OSCV and IJR

OSCV

IJR

Opus Small Cap Value Plus ETF · $633MiShares Core S&P Small-Cap ETF · $108B

+12.5%3 years · per year$14,253 · $16,200+17.4%

+4.8%5 years · per year$12,615 · $13,136+5.6%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

1.13%12-mo yield$113 · $124 on $10k1.24%

−9.1%Worst dropSmaller wins−9.7%

12.2%VolatilityLower wins16.3%

2–4IJR wins

$10,000 · 5 yearsOne scale

Shared top holdingsOSCV · IJR

1.1%TRNO0.4%

1.1%FSS0.4%

1.0%ZWS0.4%

0.4%MATX0.4%

Held in common5.2%

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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
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	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
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 IJR

OSCV

Opus Small Cap Value Plus

$12,615

IJR

iShares Core S&P Small-Cap

$13,136

MeasureOSCVIJR

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield1.13%1.24%

5 years, per year+4.8%+5.6%

3 years, per year+12.5%+17.4%

Worst drop · 1Y−9.1%−9.7%

Volatility · 1Y12.2%16.3%

4–2measures won
IJR first

5.2%

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, IJR

Today

5.2%most shared, OSCV and IJR

OSCVIJR

OSCV—5.2%

IJR5.2%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

OSCV$113 − $79 = $34

KeptFee

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