OSCV vs VBR5YOSCVOSCVAvsBVBRVBROpus Small Cap Value Plus ETF · $635MVanguard Morningstar Small-Cap Value ETF · $35.1BReturns · dividends in+12.1%3 years · per year$14,086 · $16,638+18.5%+4.6%5 years · per year$12,538 · $14,958+8.4%Cost and income0.79%Expense ratio$79 · $5 on $10k · lower wins0.05%1.11%12-mo yield$111 · $180 on $10k
Overlap: OSCV, VBR, VUGToday5.5%most shared, OSCV and VBROSCVVBRVUGOSCV—5.5%0.0%VBR5.5%—0.0%VUG0.0%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
OSCV vs VBR5YAOSCVOpus Small Cap Value Plus$12,538vsVBRBVanguard Morningstar Small-Cap Value$14,958$10k$13kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B2BVBRVanguard Morningstar Small-Cap Value ETFReadDesk0.05%1.80%−1.1%+17.8%+20.3%+18.5%+8.4%−8.9%$35.1B3AOSCVOpus Small Cap Value Plus ETFReadDesk0.79%1.11%−0.8%+12.7%+12.6%+12.1%+4.6%−9.1%$635MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.2%+4.9%+3.5%+22.1%+10.3%−15.1%$232.9B2BVBRVanguard Morningstar Small-Cap Value ETFReadDesk0.05%1.80%−1.1%+17.8%+20.3%+18.5%+8.4%−8.9%$35.1B3AOSCVOpus Small Cap Value Plus ETFReadDesk0.79%1.11%−0.8%+12.7%+12.6%+12.1%+4.6%−9.1%$635MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: OSCV, VBR, VUGToday5.5%most shared, OSCV and VBROSCVVBRVUGOSCV—5.5%0.0%VBR5.5%—0.0%VUG0.0%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$175most kept, VBRVBR$180 − $5 = $175VUG$41 − $3 = $38OSCV$111 − $79 = $32KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee