OSCV vs VUG

AOSCV

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · VO $13,616

Lowest cost0.03%VUG · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%OSCV and VUG

OSCV

VUG

Opus Small Cap Value Plus ETF · $637MVanguard Morningstar Growth ETF · $233B

+12.5%3 years · per year$14,253 · $18,532+22.8%

+4.8%5 years · per year$12,615 · $16,052+9.9%

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

1.13%12-mo yield$113 · $43 on $10k0.43%

−9.1%Worst dropSmaller wins−15.1%

12.2%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOSCV · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	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 VUG

OSCV

Opus Small Cap Value Plus

$12,615

VUG

Vanguard Morningstar Growth

$16,052

MeasureOSCVVUG

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield1.13%0.43%

5 years, per year+4.8%+9.9%

3 years, per year+12.5%+22.8%

Worst drop · 1Y−9.1%−15.1%

Volatility · 1Y12.2%19.0%

3–3measures won
level

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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, VUG, VO

Today

10.2%most shared, VUG and VO

OSCVVUGVO

OSCV—0.0%0.0%

VUG0.0%—10.2%

VO0.0%10.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$43 − $3 = $40

OSCV$113 − $79 = $34

KeptFee

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