OSCV vs VB

AOSCV

BVB

Measures won1–5VB wins · of 6 · 5Y

$10,000 · 5Y$13,687VB · OSCV $12,823

Lowest cost0.03%VB · $3 on $10k

Most income1.25%VB · $125 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common4.3%OSCV and VB

OSCV

Opus Small Cap Value Plus ETF · $636MVanguard Morningstar Small-Cap ETF · $76.9B

+13.9%3 years · per year$14,794 · $17,404+20.3%

+5.1%5 years · per year$12,823 · $13,687+6.5%

0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%

1.11%12-mo yield$111 · $125 on $10k1.25%

−9.1%Worst dropSmaller wins−9.0%

11.9%VolatilityLower wins15.7%

1–5VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsOSCV · VB

0.4%DINO0.2%

1.1%MLI0.2%

0.9%DTM0.2%

2.7%EHC0.2%

Held in common4.3%

End-of-day Nov 3, 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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
2	AOSCV	Opus Small Cap Value Plus ETFRead Desk		0.79%	1.11%	−0.4%	+12.6%	+13.3%	+13.9%	+5.1%	−9.1%	$636M

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

Both

5Y2 funds

#			Trend
1	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
2	AOSCV	Opus Small Cap Value Plus ETFRead Desk		0.79%	1.11%	−0.4%	+12.6%	+13.3%	+13.9%	+5.1%	−9.1%	$636M

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

Cards for this view

OSCV vs VB

OSCV

Opus Small Cap Value Plus

$12,823

Vanguard Morningstar Small-Cap

$13,687

MeasureOSCVVB

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield1.11%1.25%

5 years, per year+5.1%+6.5%

3 years, per year+13.9%+20.3%

Worst drop · 1Y−9.1%−9.0%

Volatility · 1Y11.9%15.7%

5–1measures won
VB first

4.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: OSCV, VB

Today

4.3%most shared, OSCV and VB

OSCVVB

OSCV—4.3%

VB4.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee