SDVY vs OSCV

ASDVY

BOSCV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,495SDVY · OSCV $12,515

Lowest cost0.58%SDVY · $58 on $10k

Most income1.14%OSCV · $114 on $10k

Smallest drop−9.1%OSCV · worst fall in 1Y

Held in common10.1%SDVY and OSCV

SDVY

OSCV

First Trust SMID Cap Rising Dividend Achievers ETF · $11.4BOpus Small Cap Value Plus ETF · $620M

+17.4%3 years · per year$16,189 · $14,132+12.2%

+9.2%5 years · per year$15,495 · $12,515+4.6%

0.58%Expense ratio$58 · $79 on $10k · lower wins0.79%

1.00%12-mo yield$100 · $114 on $10k1.14%

−9.5%Worst dropSmaller wins−9.1%

14.5%VolatilityLower wins12.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSDVY · OSCV

1.1%THG3.0%

0.9%PRI2.4%

0.9%PSMT2.1%

0.9%WTFC2.1%

Held in common10.1%

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

Both

5Y2 funds

#			Trend
1	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk		0.58%	1.00%	−0.2%	+10.2%	+12.5%	+17.4%	+9.2%	−9.5%	$11.4B
2	BOSCV	Opus Small Cap Value Plus ETFRead Desk		0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$620M

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

Both

5Y2 funds

#			Trend
1	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk		0.58%	1.00%	−0.2%	+10.2%	+12.5%	+17.4%	+9.2%	−9.5%	$11.4B
2	BOSCV	Opus Small Cap Value Plus ETFRead Desk		0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$620M

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

SDVY vs OSCV

SDVY

First Trust SMID Cap Rising Dividend Achievers

$15,495

OSCV

Opus Small Cap Value Plus

$12,515

MeasureSDVYOSCV

Fee0.58%0.79%

Cost on $10k a year$58$79

Yield1.00%1.14%

5 years, per year+9.2%+4.6%

3 years, per year+17.4%+12.2%

Worst drop · 1Y−9.5%−9.1%

Volatility · 1Y14.5%12.2%

3–3measures won
level

10.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: SDVY, OSCV

Today

10.1%most shared, SDVY and OSCV

SDVYOSCV

SDVY—10.1%

OSCV10.1%—

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

Income After Fees on $10,000

$42most kept, SDVY

SDVY$100 − $58 = $42

OSCV$114 − $79 = $35

KeptFee

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