Opus Small Cap Value Plus ETF (OSCV) belongs to the Small Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with OSCV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OSCV
OSCV charges 0.79% annually. There are 59 ETFs in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 600 Small Cap ETF | 0.03% | 16.36B | Jul 2013 | OSCV vs SPSM | |
| Schwab U.S. Small-Cap ETF | 0.04% | 23.58B | Nov 2009 | OSCV vs SCHA | |
| iShares Morningstar Small-Cap ETF | 0.04% | 290.06M | Jun 2004 | OSCV vs ISCB | |
| Vanguard Small-Cap ETF | 0.05% | 182.70B | Jan 2004 | OSCV vs VB | |
| iShares Core S&P Small-Cap ETF | 0.06% | 109.76B | May 2000 | OSCV vs IJR |
Best Risk-Adjusted Alternatives to OSCV
OSCV has a PortfoliosLab risk / return rank of 41. There are 50 ETFs in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Small Cap Core AlphaDEX Fund | 87 | 1.31B | May 2007 | OSCV vs FYX | |
| Fidelity Enhanced Small Cap ETF | 85 | 5.29B | Dec 2007 | OSCV vs FESM | |
| JPMorgan Fundamental Data Science Small Core ETF | 85 | 9.11M | Aug 2024 | OSCV vs SCDS | |
| Invesco NASDAQ Future Gen 200 ETF | 80 | 26.73M | Oct 2022 | OSCV vs QQQS | |
| Hartford Multifactor Small Cap ETF | 79 | 59.51M | Mar 2015 | OSCV vs ROSC |
Top Performing OSCV Alternatives (YTD)
OSCV is at 12.19% YTD. There are 49 ETFs in the Small Cap Blend Equities category with higher YTD returns, going as high as 56.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily Small Cap Bull 3X Shares | 56.90% | 1.44B | Nov 2008 | OSCV vs TNA | |
| Allspring SMID Core ETF | 28.36% | 78.82M | Jul 2025 | OSCV vs ASCE | |
| JPMorgan Fundamental Data Science Small Core ETF | 26.51% | 9.11M | Aug 2024 | OSCV vs SCDS | |
| Inspire Small/Mid Cap Impact ETF | 25.15% | 328.92M | Feb 2017 | OSCV vs ISMD | |
| Fidelity Enhanced Small Cap ETF | 24.59% | 5.29B | Dec 2007 | OSCV vs FESM |
Lowest Volatility Alternatives to OSCV
OSCV has 13.36% 1-year volatility. There are 4 ETFs in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 6.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | 6.55% | — | Jun 2025 | OSCV vs RB | |
| First Trust Horizon Managed Volatility Small/Mid E... | 10.62% | 33.69M | Apr 2020 | OSCV vs HSMV | |
| Global X Russell 2000 Covered Call ETF | 10.66% | 1.36B | Apr 2019 | OSCV vs RYLD | |
| OShares U.S. Small-Cap Quality Dividend ETF | 13.17% | 875.00M | Dec 2016 | OSCV vs OUSM | |
| 6 Meridian Small Cap Equity ETF | 13.59% | 106.31M | May 2020 | OSCV vs SIXS |
Lowest Drawdown Alternatives to OSCV
OSCV has a 1-year max drawdown of -7.55%. There are 5 ETFs in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.15%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows 100 ETF | -6.15% | 3.49B | Jun 2017 | OSCV vs CALF | |
| Global X Russell 2000 Covered Call ETF | -6.29% | 1.36B | Apr 2019 | OSCV vs RYLD | |
| Hypatia Women CEO ETF | -6.96% | 5.55M | Jan 2023 | OSCV vs WCEO | |
| 6 Meridian Small Cap Equity ETF | -7.16% | 106.31M | May 2020 | OSCV vs SIXS | |
| VictoryShares US Small Cap High Dividend Volatilit... | -7.18% | 257.49M | Jul 2015 | OSCV vs CSB |
Other ETFs from Aptus Capital Advisors
The 8 most viewed Aptus Capital Advisors ETFs shown here include ACIO, ADME, DRSK and span 4 categories. AUM among these funds goes as high as $2B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Aptus Collared Income Opportunity ETF | Diversified Portfolio | 43 | 5.06% | 2.14B | Jul 2019 | OSCV vs ACIO | |
| Aptus Drawdown Managed Equity ETF | Hedge Fund | 51 | 7.37% | 243.07M | Jun 2016 | OSCV vs ADME | |
| Aptus Defined Risk ETF | Diversified Portfolio | 23 | 2.54% | 1.39B | Aug 2018 | OSCV vs DRSK | |
| Aptus International Drawdown Managed Equity ETF | Global Equities | 63 | 14.34% | 62.12M | Jul 2021 | OSCV vs IDME | |
| Aptus October Buffer ETF | Defined Outcome | — | 5.52% | — | Oct 2025 | OSCV vs OCTB | |
| Aptus July Buffer ETF | Defined Outcome | — | 6.38% | — | Oct 2025 | OSCV vs JULB | |
| Aptus January Buffer ETF | Defined Outcome | — | 5.32% | — | Oct 2025 | OSCV vs JANB | |
| Aptus April Buffer ETF | Defined Outcome | — | 4.53% | — | Oct 2025 | OSCV vs APRB |
Often Compared With OSCV
Investors most often compare OSCV with BND, XSHQ, VBR. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare OSCV with Any Fund or Stock
Compare OSCV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OSCV with funds that move differently
Opus Small Cap Value Plus ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OSCV.
Explore OSCV Diversifiers