OSCV vs IWF

AOSCV

BIWF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,559IWF · OSCV $13,154

Lowest cost0.18%IWF · $18 on $10k

Most income1.10%OSCV · $110 on $10k

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

Held in common0.0%OSCV and IWF

OSCV

IWF

Opus Small Cap Value Plus ETF · $636MiShares Russell 1000 Growth ETF · $120B

+13.8%3 years · per year$14,747 · $18,310+22.3%

+5.6%5 years · per year$13,154 · $16,559+10.6%

0.79%Expense ratio$79 · $18 on $10k · lower wins0.18%

1.10%12-mo yield$110 · $37 on $10k0.37%

−9.1%Worst dropSmaller wins−15.6%

11.9%VolatilityLower wins18.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOSCV · IWF

2.8%TXRH0.0%

1.2%ALSN0.0%

Held in common0.0%

End-of-day Nov 4, 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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	AOSCV	Opus Small Cap Value Plus ETFRead Desk		0.79%	1.10%	+0.7%	+13.4%	+13.5%	+13.8%	+5.6%	−9.1%	$636M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
2	AOSCV	Opus Small Cap Value Plus ETFRead Desk		0.79%	1.10%	+0.7%	+13.4%	+13.5%	+13.8%	+5.6%	−9.1%	$636M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OSCV vs IWF

OSCV

Opus Small Cap Value Plus

$13,154

IWF

iShares Russell 1000 Growth

$16,559

MeasureOSCVIWF

Fee0.79%0.18%

Cost on $10k a year$79$18

Yield1.10%0.37%

5 years, per year+5.6%+10.6%

3 years, per year+13.8%+22.3%

Worst drop · 1Y−9.1%−15.6%

Volatility · 1Y11.9%18.3%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: OSCV, IWF

Today

0.0%most shared, OSCV and IWF

OSCVIWF

OSCV—0.0%

IWF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$31most kept, OSCV

OSCV$110 − $79 = $31

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee