VB vs OSCV

AVB

BOSCV

Measures won5–1VB wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common4.3%VB and OSCV

OSCV

Vanguard Morningstar Small-Cap ETF · $76.9BOpus Small Cap Value Plus ETF · $633M

+20.5%3 years · per year$17,489 · $14,747+13.8%

+7.1%5 years · per year$14,105 · $13,154+5.6%

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

1.23%12-mo yield$123 · $110 on $10k1.10%

−9.0%Worst dropSmaller wins−9.1%

15.7%VolatilityLower wins11.9%

5–1VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · OSCV

0.2%DINO0.4%

0.2%MLI1.1%

0.2%DTM0.9%

0.2%EHC2.7%

Held in common4.3%

End-of-day Nov 4, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.10%	+0.7%	+13.4%	+13.5%	+13.8%	+5.6%	−9.1%	$633M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.10%	+0.7%	+13.4%	+13.5%	+13.8%	+5.6%	−9.1%	$633M

End-of-day Nov 4, 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

$14,105

OSCV

Opus Small Cap Value Plus

$13,154

MeasureVBOSCV

Fee0.03%0.79%

Cost on $10k a year$3$79

Yield1.23%1.10%

5 years, per year+7.1%+5.6%

3 years, per year+20.5%+13.8%

Worst drop · 1Y−9.0%−9.1%

Volatility · 1Y15.7%11.9%

5–1measures won
VB first

4.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: VB, OSCV, IWF

Today

4.3%most shared, VB and OSCV

VBOSCVIWF

VB—4.3%4.0%

OSCV4.3%—0.0%

IWF4.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

OSCV$110 − $79 = $31

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee