OSCV vs VTI

AOSCV

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.14%OSCV · $114 on $10k

Smallest drop−8.9%VOO · 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

+12.2%3 years · per year$14,132 · $18,004+21.7%

+4.6%5 years · per year$12,515 · $16,375+10.4%

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

1.14%12-mo yield$114 · $109 on $10k1.09%

−9.1%Worst dropSmaller wins−8.9%

12.2%VolatilityLower wins13.7%

2–4VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOSCV · VTI

0.4%DINO0.0%

1.0%MLI0.0%

0.9%DTM0.0%

2.8%EHC0.0%

Held in common0.5%

End-of-day Nov 6, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$637M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$637M

End-of-day Nov 6, 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

$12,515

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureOSCVVTI

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield1.14%1.09%

5 years, per year+4.6%+10.4%

3 years, per year+12.2%+21.7%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.2%13.7%

4–1measures won
VTI first

0.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: OSCV, VTI, VOO

Today

89.0%most shared, VTI and VOO

OSCVVTIVOO

OSCV—0.5%0.0%

VTI0.5%—89.0%

VOO0.0%89.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

VTI$109 − $3 = $106

OSCV$114 − $79 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee