OSCV vs VBR

AOSCV

BVBR

Measures won1–5VBR wins · of 6 · 5Y

$10,000 · 5Y$15,249VBR · OSCV $12,823

Lowest cost0.05%VBR · $5 on $10k

Most income1.80%VBR · $180 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common5.5%OSCV and VBR

OSCV

VBR

Opus Small Cap Value Plus ETF · $636MVanguard Morningstar Small-Cap Value ETF · $35.1B

+13.9%3 years · per year$14,794 · $17,478+20.5%

+5.1%5 years · per year$12,823 · $15,249+8.8%

0.79%Expense ratio$79 · $5 on $10k · lower wins0.05%

1.11%12-mo yield$111 · $180 on $10k1.80%

−9.1%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins13.9%

1–5VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsOSCV · VBR

0.4%DINO0.4%

1.1%MLI0.3%

0.9%DTM0.3%

2.7%EHC0.3%

Held in common5.5%

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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
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 VBR

OSCV

Opus Small Cap Value Plus

$12,823

VBR

Vanguard Morningstar Small-Cap Value

$15,249

MeasureOSCVVBR

Fee0.79%0.05%

Cost on $10k a year$79$5

Yield1.11%1.80%

5 years, per year+5.1%+8.8%

3 years, per year+13.9%+20.5%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y11.9%13.9%

5–1measures won
VBR first

5.5%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: OSCV, VBR

Today

5.5%most shared, OSCV and VBR

OSCVVBR

OSCV—5.5%

VBR5.5%—

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

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

OSCV$111 − $79 = $32

KeptFee

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