OSCV vs VIG

AOSCV

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VIG $16,638

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common0.6%OSCV and VIG

OSCV

VIG

Opus Small Cap Value Plus ETF · $622MVanguard Dividend Appreciation ETF · $109B

+12.4%3 years · per year$14,197 · $16,775+18.8%

+4.8%5 years · per year$12,639 · $16,638+10.7%

0.79%Expense ratio$79 · $4 on $10k · lower wins0.04%

1.11%12-mo yield$111 · $146 on $10k1.46%

−9.1%Worst dropSmaller wins−7.9%

12.4%VolatilityLower wins11.0%

0–6VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOSCV · VIG

0.9%DTM0.1%

1.4%SCI0.0%

0.7%DCI0.0%

2.7%ENSG0.0%

Held in common0.6%

End-of-day Nov 9, 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%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.11%	+2.5%	+12.8%	+14.3%	+12.4%	+4.8%	−9.1%	$622M

End-of-day Nov 9, 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%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.11%	+2.5%	+12.8%	+14.3%	+12.4%	+4.8%	−9.1%	$622M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OSCV vs VIG

OSCV

Opus Small Cap Value Plus

$12,639

VIG

Vanguard Dividend Appreciation

$16,638

MeasureOSCVVIG

Fee0.79%0.04%

Cost on $10k a year$79$4

Yield1.11%1.46%

5 years, per year+4.8%+10.7%

3 years, per year+12.4%+18.8%

Worst drop · 1Y−9.1%−7.9%

Volatility · 1Y12.4%11.0%

6–0measures won
VIG first

0.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: OSCV, VIG, VTV

Today

51.5%most shared, VIG and VTV

OSCVVIGVTV

OSCV—0.6%0.0%

VIG0.6%—51.5%

VTV0.0%51.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VIG$146 − $4 = $142

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee