OSCV vs IWM

AOSCV

BIWM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,830IJH · IWM $12,766

Lowest cost0.05%IJH · $5 on $10k

Most income1.25%IJH · $125 on $10k

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

Held in common4.3%OSCV and IWM

OSCV

IWM

Opus Small Cap Value Plus ETF · $622MiShares Russell 2000 ETF · $76.6B

+12.2%3 years · per year$14,132 · $17,100+19.6%

+4.6%5 years · per year$12,515 · $12,766+5.0%

0.79%Expense ratio$79 · $19 on $10k · lower wins0.19%

1.14%12-mo yield$114 · $100 on $10k1.00%

−9.1%Worst dropSmaller wins−11.1%

12.2%VolatilityLower wins18.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOSCV · IWM

0.5%CTRE0.3%

1.2%TRNO0.2%

1.1%FSS0.2%

1.0%ZWS0.2%

Held in common4.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$622M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$622M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OSCV vs IWM

OSCV

Opus Small Cap Value Plus

$12,515

IWM

iShares Russell 2000

$12,766

MeasureOSCVIWM

Fee0.79%0.19%

Cost on $10k a year$79$19

Yield1.14%1.00%

5 years, per year+4.6%+5.0%

3 years, per year+12.2%+19.6%

Worst drop · 1Y−9.1%−11.1%

Volatility · 1Y12.2%18.7%

3–3measures won
level

4.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: OSCV, IWM, IJH

Today

12.9%most shared, IWM and IJH

OSCVIWMIJH

OSCV—4.3%8.2%

IWM4.3%—12.9%

IJH8.2%12.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

IWM$100 − $19 = $81

OSCV$114 − $79 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee