Screener
OSCV vs ISCV
Opus Small Cap Value Plus ETF vs iShares Morningstar Small-Cap Value ETF
Key differences
- ISCV costs 0.73% less per year.
- OSCV follows a active selection strategy; ISCV uses index tracking.
- Over the last 3 years, ISCV has delivered higher annualized returns.
- ISCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OSCV | ISCV | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.06% |
| Fund size (AUM) | $682M | $651M |
| Since | 2018 | 2004 |
| Dividend yield | 1.08% | 1.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.9% | +31.1% |
| CAGR 3Y | +11.7% | +16.9% |
| CAGR 5Y | +6.0% | +7.4% |
| Sharpe 3Y | 0.55 | 0.71 |
| Volatility 1Y | 13.49% | 16.50% |
| Max drawdown | -42.40% | -51.56% |
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