Screener
OSCV vs SCHV
Opus Small Cap Value Plus ETF vs Schwab U.S. Large-Cap Value ETF
Key differences
- SCHV costs 0.75% less per year.
- SCHV is significantly larger than OSCV — larger funds tend to be more liquid and less likely to close.
- OSCV follows a active selection strategy; SCHV uses index tracking.
- Over the last 3 years, SCHV has delivered higher annualized returns.
- SCHV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OSCV | SCHV | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.04% |
| Fund size (AUM) | $682M | $15.2B |
| Since | 2018 | 2009 |
| Dividend yield | 1.08% | 1.85% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.9% | +29.4% |
| CAGR 3Y | +11.7% | +18.3% |
| CAGR 5Y | +6.0% | +10.7% |
| Sharpe 3Y | 0.55 | 1.11 |
| Volatility 1Y | 13.49% | 10.71% |
| Max drawdown | -42.40% | -37.08% |
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