OSCV vs VB

AOSCV

BVB

Measures won1–5VB wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VB $13,413

Lowest cost0.03%VB · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common4.3%OSCV and VB

OSCV

Opus Small Cap Value Plus ETF · $622MVanguard Morningstar Small-Cap ETF · $76.9B

+12.2%3 years · per year$14,132 · $16,654+18.5%

+4.6%5 years · per year$12,515 · $13,413+6.0%

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

1.14%12-mo yield$114 · $128 on $10k1.28%

−9.1%Worst dropSmaller wins−9.0%

12.2%VolatilityLower wins16.2%

1–5VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOSCV · VB

0.4%DINO0.2%

1.0%MLI0.2%

0.9%DTM0.2%

2.8%EHC0.2%

Held in common4.3%

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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$622M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$622M

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 VB

OSCV

Opus Small Cap Value Plus

$12,515

Vanguard Morningstar Small-Cap

$13,414

MeasureOSCVVB

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield1.14%1.28%

5 years, per year+4.6%+6.0%

3 years, per year+12.2%+18.5%

Worst drop · 1Y−9.1%−9.0%

Volatility · 1Y12.2%16.2%

5–1measures won
VB first

4.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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

Overlap: OSCV, VB, VTV

Today

4.3%most shared, OSCV and VB

OSCVVBVTV

OSCV—4.3%0.0%

VB4.3%—0.7%

VTV0.0%0.7%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VB$128 − $3 = $125

OSCV$114 − $79 = $35

KeptFee

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