OSCV vs USVM

AOSCV

BUSVM

Measures won1–5USVM wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · USVM $15,567

Lowest cost0.03%VO · $3 on $10k

Most income1.91%USVM · $191 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common5.4%OSCV and USVM

OSCV

USVM

Opus Small Cap Value Plus ETF · $622MVictoryShares US Small Mid Cap Value Momentum ETF · $1.8B

+12.4%3 years · per year$14,197 · $17,856+21.3%

+4.8%5 years · per year$12,639 · $15,567+9.3%

0.79%Expense ratio$79 · $22 on $10k · lower wins0.22%

1.11%12-mo yield$111 · $191 on $10k1.91%

−9.1%Worst dropSmaller wins−8.4%

12.4%VolatilityLower wins14.4%

1–5USVM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsOSCV · USVM

1.7%NJR0.7%

3.0%THG0.6%

1.2%DRH0.6%

1.5%BYD0.5%

Held in common5.4%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.91%	+2.7%	+18.5%	+23.2%	+21.3%	+9.3%	−8.4%	$1.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.11%	+2.5%	+12.8%	+14.3%	+12.4%	+4.8%	−9.1%	$622M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.91%	+2.7%	+18.5%	+23.2%	+21.3%	+9.3%	−8.4%	$1.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.11%	+2.5%	+12.8%	+14.3%	+12.4%	+4.8%	−9.1%	$622M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OSCV vs USVM

OSCV

Opus Small Cap Value Plus

$12,639

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,567

MeasureOSCVUSVM

Fee0.79%0.22%

Cost on $10k a year$79$22

Yield1.11%1.91%

5 years, per year+4.8%+9.3%

3 years, per year+12.4%+21.3%

Worst drop · 1Y−9.1%−8.4%

Volatility · 1Y12.4%14.4%

5–1measures won
USVM first

5.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: OSCV, USVM, VO, VUG

Today

10.2%most shared, VO and VUG

OSCVUSVMVOVUG

OSCV—5.4%0.0%0.0%

USVM5.4%—0.0%0.0%

VO0.0%0.0%—10.2%

VUG0.0%0.0%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$169most kept, USVM

USVM$191 − $22 = $169

VO$135 − $3 = $132

VUG$41 − $3 = $38

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee