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OSCV vs VOO

Opus Small Cap Value Plus ETF vs Vanguard S&P 500 ETF

OSCV

Opus Small Cap Value Plus ETF

Annual cost

0.79%

Fund size

$682M

VOO

Vanguard S&P 500 ETF

Annual cost

0.03%

Fund size

$1.6T

Key differences

  • VOO costs 0.76% less per year.
  • VOO is significantly larger than OSCV — larger funds tend to be more liquid and less likely to close.
  • OSCV follows a active selection strategy; VOO uses index tracking.
  • Over the last 3 years, VOO has delivered higher annualized returns.
  • VOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OSCVVOO
Annual cost (TER)0.79%0.03%
Fund size (AUM)$682M$1.6T
Since20182010
Dividend yield1.08%1.08%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+17.9%+31.1%
CAGR 3Y+11.7%+23.2%
CAGR 5Y+6.0%+14.4%
Sharpe 3Y0.551.25
Volatility 1Y13.49%11.96%
Max drawdown-42.40%-33.99%

Similar to OSCV and VOO