Screener
OSCV vs VBR
Opus Small Cap Value Plus ETF vs Vanguard Small-Cap Value Index Fund ETF Shares
Key differences
- VBR costs 0.74% less per year.
- VBR is significantly larger than OSCV — larger funds tend to be more liquid and less likely to close.
- OSCV follows a active selection strategy; VBR uses index tracking.
- Over the last 3 years, VBR has delivered higher annualized returns.
- VBR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OSCV | VBR | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.05% |
| Fund size (AUM) | $682M | $64.9B |
| Since | 2018 | 2004 |
| Dividend yield | 1.08% | 1.78% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.9% | +28.2% |
| CAGR 3Y | +11.7% | +17.4% |
| CAGR 5Y | +6.0% | +8.7% |
| Sharpe 3Y | 0.55 | 0.78 |
| Volatility 1Y | 13.49% | 15.37% |
| Max drawdown | -42.40% | -45.28% |
Similar to OSCV and VBR
Explore further