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OSCV vs VOOV

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

OSCV

Opus Small Cap Value Plus ETF

Annual cost

0.79%

Fund size

$682M

VOOV

Vanguard S&P 500 Value Index Fund ETF Shares

Annual cost

0.07%

Fund size

$6.5B

Key differences

  • VOOV costs 0.72% less per year.
  • VOOV is significantly larger than OSCV — larger funds tend to be more liquid and less likely to close.
  • OSCV follows a active selection strategy; VOOV uses index tracking.
  • Over the last 3 years, VOOV has delivered higher annualized returns.
  • VOOV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OSCVVOOV
Annual cost (TER)0.79%0.07%
Fund size (AUM)$682M$6.5B
Since20182010
Dividend yield1.08%1.70%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+17.9%+24.4%
CAGR 3Y+11.7%+16.4%
CAGR 5Y+6.0%+11.3%
Sharpe 3Y0.550.99
Volatility 1Y13.49%9.96%
Max drawdown-42.40%-37.31%

Similar to OSCV and VOOV