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OSCV vs VIOV

Opus Small Cap Value Plus ETF vs Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares

OSCV

Opus Small Cap Value Plus ETF

Annual cost

0.79%

Fund size

$682M

VIOV

Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares

Annual cost

0.10%

Fund size

$1.8B

Key differences

  • VIOV costs 0.69% less per year.
  • OSCV follows a active selection strategy; VIOV uses index tracking.
  • Over the last 3 years, VIOV has delivered higher annualized returns.
  • VIOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OSCVVIOV
Annual cost (TER)0.79%0.10%
Fund size (AUM)$682M$1.8B
Since20182010
Dividend yield1.08%1.61%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+17.9%+41.8%
CAGR 3Y+11.7%+15.7%
CAGR 5Y+6.0%+6.7%
Sharpe 3Y0.550.62
Volatility 1Y13.49%18.61%
Max drawdown-42.40%-47.36%

Similar to OSCV and VIOV