OSCV vs VTI

AOSCV

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI · OSCV $12,615

Lowest cost0.03%VTI · $3 on $10k

Most income1.13%OSCV · $113 on $10k

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

Held in common0.5%OSCV and VTI

OSCV

VTI

Opus Small Cap Value Plus ETF · $637MVanguard Morningstar Total Stock Market ETF · $689B

+12.5%3 years · per year$14,253 · $18,113+21.9%

+4.8%5 years · per year$12,615 · $16,332+10.3%

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

1.13%12-mo yield$113 · $110 on $10k1.10%

−9.1%Worst dropSmaller wins−8.9%

12.2%VolatilityLower wins13.7%

2–4VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsOSCV · VTI

0.4%DINO0.0%

1.1%MLI0.0%

0.9%DTM0.0%

2.8%EHC0.0%

Held in common0.5%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
2	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 VTI

OSCV

Opus Small Cap Value Plus

$12,615

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureOSCVVTI

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield1.13%1.10%

5 years, per year+4.8%+10.3%

3 years, per year+12.5%+21.9%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.2%13.7%

4–1measures won
VTI first

0.5%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: OSCV, VTI

Today

0.5%most shared, OSCV and VTI

OSCVVTI

OSCV—0.5%

VTI0.5%—

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

Income After Fees on $10,000

$107most kept, VTI

VTI$110 − $3 = $107

OSCV$113 − $79 = $34

KeptFee

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