OSCV vs IWM

AOSCV

BIWM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,352VTV · IWM $13,509

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common4.3%OSCV and IWM

OSCV

IWM

Opus Small Cap Value Plus ETF · $633MiShares Russell 2000 ETF · $77.4B

+13.8%3 years · per year$14,747 · $18,002+21.6%

+5.6%5 years · per year$13,154 · $13,509+6.2%

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

1.10%12-mo yield$110 · $96 on $10k0.96%

−9.1%Worst dropSmaller wins−11.1%

11.9%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOSCV · IWM

0.5%CTRE0.3%

1.1%FSS0.2%

1.1%TRNO0.2%

0.5%MATX0.2%

Held in common4.3%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.10%	+0.7%	+13.4%	+13.5%	+13.8%	+5.6%	−9.1%	$633M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.10%	+0.7%	+13.4%	+13.5%	+13.8%	+5.6%	−9.1%	$633M

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 IWM

OSCV

Opus Small Cap Value Plus

$13,154

IWM

iShares Russell 2000

$13,509

MeasureOSCVIWM

Fee0.79%0.19%

Cost on $10k a year$79$19

Yield1.10%0.96%

5 years, per year+5.6%+6.2%

3 years, per year+13.8%+21.6%

Worst drop · 1Y−9.1%−11.1%

Volatility · 1Y11.9%18.2%

3–3measures won
level

4.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: OSCV, IWM, VTV

Today

4.3%most shared, OSCV and IWM

OSCVIWMVTV

OSCV—4.3%0.0%

IWM4.3%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWM$96 − $19 = $77

OSCV$110 − $79 = $31

KeptFee

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