VB vs OSCV

AVB

BOSCV

Measures won5–1VB wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · VB $13,413

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common4.3%VB and OSCV

OSCV

Vanguard Morningstar Small-Cap ETF · $76.9BOpus Small Cap Value Plus ETF · $637M

+18.5%3 years · per year$16,654 · $14,132+12.2%

+6.0%5 years · per year$13,413 · $12,515+4.6%

0.03%Expense ratio$3 · $79 on $10k · lower wins0.79%

1.28%12-mo yield$128 · $114 on $10k1.14%

−9.0%Worst dropSmaller wins−9.1%

16.2%VolatilityLower wins12.2%

5–1VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · OSCV

0.2%DINO0.4%

0.2%MLI1.0%

0.2%DTM0.9%

0.2%EHC2.8%

Held in common4.3%

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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	BOSCV	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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	BOSCV	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

VB vs OSCV

Vanguard Morningstar Small-Cap

$13,414

OSCV

Opus Small Cap Value Plus

$12,515

MeasureVBOSCV

Fee0.03%0.79%

Cost on $10k a year$3$79

Yield1.28%1.14%

5 years, per year+6.0%+4.6%

3 years, per year+18.5%+12.2%

Worst drop · 1Y−9.0%−9.1%

Volatility · 1Y16.2%12.2%

5–1measures won
VB first

4.3%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

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

Overlap: VB, OSCV, IJH

Today

41.6%most shared, VB and IJH

VBOSCVIJH

VB—4.3%41.6%

OSCV4.3%—8.2%

IJH41.6%8.2%—

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

IJH$126 − $5 = $121

OSCV$114 − $79 = $35

KeptFee

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