OSCV vs USVM

AOSCV

BUSVM

Measures won1–5USVM wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · USVM $15,497

Lowest cost0.03%VUG · $3 on $10k

Most income1.99%USVM · $199 on $10k

Smallest drop−8.4%USVM · worst fall in 1Y

Held in common5.4%OSCV and USVM

OSCV

USVM

Opus Small Cap Value Plus ETF · $620MVictoryShares US Small Mid Cap Value Momentum ETF · $1.8B

+12.2%3 years · per year$14,132 · $17,588+20.7%

+4.6%5 years · per year$12,515 · $15,497+9.2%

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

1.14%12-mo yield$114 · $199 on $10k1.99%

−9.1%Worst dropSmaller wins−8.4%

12.2%VolatilityLower wins14.3%

1–5USVM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsOSCV · USVM

1.7%NJR0.7%

3.0%THG0.7%

1.1%DRH0.6%

1.5%BYD0.5%

Held in common5.4%

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 Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.99%	0.0%	+15.1%	+18.5%	+20.7%	+9.2%	−8.4%	$1.8B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$620M

End-of-day Nov 6, 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%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BUSVM	VictoryShares US Small Mid Cap Value Momentum ETFRead Desk	0.22%	1.99%	0.0%	+15.1%	+18.5%	+20.7%	+9.2%	−8.4%	$1.8B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$620M

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 USVM

OSCV

Opus Small Cap Value Plus

$12,515

USVM

VictoryShares US Small Mid Cap Value Momentum

$15,497

MeasureOSCVUSVM

Fee0.79%0.22%

Cost on $10k a year$79$22

Yield1.14%1.99%

5 years, per year+4.6%+9.2%

3 years, per year+12.2%+20.7%

Worst drop · 1Y−9.1%−8.4%

Volatility · 1Y12.2%14.3%

5–1measures won
USVM first

5.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: OSCV, USVM, VUG, IWF

Today

78.0%most shared, VUG and IWF

OSCVUSVMVUGIWF

OSCV—5.4%0.0%0.0%

USVM5.4%—0.0%0.1%

VUG0.0%0.0%—78.0%

IWF0.0%0.1%78.0%—

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

Income After Fees on $10,000

$177most kept, USVM

USVM$199 − $22 = $177

VUG$42 − $3 = $39

OSCV$114 − $79 = $35

IWF$39 − $18 = $21

KeptFee

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