OSCV vs SPYM

AOSCV

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · VOO $18,115

Lowest cost0.02%SPYM · $2 on $10k

Most income1.10%OSCV · $110 on $10k

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

Held in common0.0%OSCV and SPYM

OSCV

SPYM

Opus Small Cap Value Plus ETF · $633MState Street SPDR Portfolio S&P 500 ETF · $182B

+13.8%3 years · per year$14,747 · $19,186+24.3%

+5.6%5 years · per year$13,154 · $18,126+12.6%

0.79%Expense ratio$79 · $2 on $10k · lower wins0.02%

1.10%12-mo yield$110 · $101 on $10k1.01%

−9.1%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins12.8%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOSCV · SPYM

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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 SPYM

OSCV

Opus Small Cap Value Plus

$13,154

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureOSCVSPYM

Fee0.79%0.02%

Cost on $10k a year$79$2

Yield1.10%1.01%

5 years, per year+5.6%+12.6%

3 years, per year+13.8%+24.3%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y11.9%12.8%

4–2measures won
SPYM 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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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, SPYM, VOO

Today

94.5%most shared, SPYM and VOO

OSCVSPYMVOO

OSCV—0.0%0.0%

SPYM0.0%—94.5%

VOO0.0%94.5%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SPYM$101 − $2 = $99

OSCV$110 − $79 = $31

KeptFee

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