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OSCV vs CGVV
Opus Small Cap Value Plus ETF vs Capital Group U.S. Large Value ETF
Key differences
- CGVV costs 0.46% less per year.
- OSCV is significantly larger than CGVV — larger funds tend to be more liquid and less likely to close.
- OSCV follows a active selection strategy; CGVV uses index tracking.
- OSCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OSCV | CGVV | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.33% |
| Fund size (AUM) | $682M | $128M |
| Since | 2018 | 2025 |
| Dividend yield | 1.08% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.9% | N/A |
| CAGR 3Y | +11.7% | N/A |
| CAGR 5Y | +6.0% | N/A |
| Sharpe 3Y | 0.55 | N/A |
| Volatility 1Y | 13.49% | — |
| Max drawdown | -42.40% | -10.11% |
Similar to OSCV and CGVV
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