VO vs OSCV

AVO

BOSCV

Measures won5–1VO wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common0.0%VO and OSCV

OSCV

Vanguard Morningstar Mid-Cap ETF · $103BOpus Small Cap Value Plus ETF · $620M

+18.6%3 years · per year$16,701 · $14,132+12.2%

+6.3%5 years · per year$13,590 · $12,515+4.6%

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

1.39%12-mo yield$139 · $114 on $10k1.14%

−8.2%Worst dropSmaller wins−9.1%

12.9%VolatilityLower wins12.2%

5–1VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · OSCV

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

Held in common0.0%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
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%	$620M

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
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%	$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

VO vs OSCV

Vanguard Morningstar Mid-Cap

$13,590

OSCV

Opus Small Cap Value Plus

$12,515

MeasureVOOSCV

Fee0.03%0.79%

Cost on $10k a year$3$79

Yield1.39%1.14%

5 years, per year+6.3%+4.6%

3 years, per year+18.6%+12.2%

Worst drop · 1Y−8.2%−9.1%

Volatility · 1Y12.9%12.2%

5–1measures won
VO first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

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: VO, OSCV, IWF

Today

9.2%most shared, VO and IWF

VOOSCVIWF

VO—0.0%9.2%

OSCV0.0%—0.0%

IWF9.2%0.0%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

OSCV$114 − $79 = $35

IWF$39 − $18 = $21

KeptFee

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