OSCV vs SPY

AOSCV

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · OSCV $13,154

Lowest cost0.09%SPY · $9 on $10k

Most income1.10%OSCV · $110 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%OSCV and SPY

OSCV

SPY

Opus Small Cap Value Plus ETF · $636MState Street SPDR S&P 500 ETF · $798B

+13.8%3 years · per year$14,747 · $19,132+24.1%

+5.6%5 years · per year$13,154 · $18,060+12.6%

0.79%Expense ratio$79 · $9 on $10k · lower wins0.09%

1.10%12-mo yield$110 · $99 on $10k0.99%

−9.1%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsOSCV · SPY

They share no top holdings, or holdings aren’t on file […]

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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 SPY

OSCV

Opus Small Cap Value Plus

$13,154

SPY

SPDR S&P 500

$18,060

MeasureOSCVSPY

Fee0.79%0.09%

Cost on $10k a year$79$9

Yield1.10%0.99%

5 years, per year+5.6%+12.6%

3 years, per year+13.8%+24.1%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y11.9%12.9%

4–2measures won
SPY first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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, SPY

Today

0.0%most shared, OSCV and SPY

OSCVSPY

OSCV—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

OSCV$110 − $79 = $31

KeptFee

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