OSCV vs VB

AOSCV

BVB

Measures won1–5VB wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · VB $13,310

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $129 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 · $637MVanguard Morningstar Small-Cap ETF · $76.9B

+12.5%3 years · per year$14,253 · $16,641+18.5%

+4.8%5 years · per year$12,615 · $13,310+5.9%

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

1.13%12-mo yield$113 · $129 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%

1.1%MLI0.2%

0.9%DTM0.2%

2.8%EHC0.2%

Held in common4.3%

End-of-day Nov 5, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.13%	−2.7%	+10.3%	+11.4%	+12.5%	+4.8%	−9.1%	$637M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.13%	−2.7%	+10.3%	+11.4%	+12.5%	+4.8%	−9.1%	$637M

End-of-day Nov 5, 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

$12,615

Vanguard Morningstar Small-Cap

$13,310

MeasureOSCVVB

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield1.13%1.28%

5 years, per year+4.8%+5.9%

3 years, per year+12.5%+18.5%

Worst drop · 1Y−9.1%−9.0%

Volatility · 1Y12.2%16.2%

5–1measures won
VB first

4.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: OSCV, VB, VUG

Today

4.3%most shared, OSCV and VB

OSCVVBVUG

OSCV—4.3%0.0%

VB4.3%—0.4%

VUG0.0%0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

VUG$43 − $3 = $40

OSCV$113 − $79 = $34

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee