Screener
OSCV vs SVAL
Opus Small Cap Value Plus ETF vs iShares US Small Cap Value Factor ETF
Key differences
- SVAL costs 0.59% less per year.
- OSCV is significantly larger than SVAL — larger funds tend to be more liquid and less likely to close.
- OSCV follows a active selection strategy; SVAL uses index tracking.
- Over the last 3 years, SVAL has delivered higher annualized returns.
Side-by-side comparison
| OSCV | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.20% |
| Fund size (AUM) | $682M | $188M |
| Since | 2018 | 2020 |
| Dividend yield | 1.08% | 2.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.9% | +39.2% |
| CAGR 3Y | +11.7% | +19.4% |
| CAGR 5Y | +6.0% | +7.2% |
| Sharpe 3Y | 0.55 | 0.75 |
| Volatility 1Y | 13.49% | 18.06% |
| Max drawdown | -42.40% | -27.44% |
Similar to OSCV and SVAL
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