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 65 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% | 17.00B | Jul 2013 | OSCV vs SPSM | |
| Vanguard Small-Cap ETF | 0.03% | 188.20B | Jan 2004 | OSCV vs VB | |
| iShares Morningstar Small-Cap ETF | 0.04% | 282.21M | Jun 2004 | OSCV vs ISCB | |
| Schwab U.S. Small-Cap ETF | 0.04% | 22.23B | Nov 2009 | OSCV vs SCHA | |
| iShares Core S&P Small-Cap ETF | 0.06% | 109.63B | May 2000 | OSCV vs IJR |
Best Risk-Adjusted Alternatives to OSCV
OSCV has a PortfoliosLab risk / return rank of 60. There are 55 ETFs in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | 96 | — | Jun 2025 | OSCV vs RB | |
| First Trust Small Cap Core AlphaDEX Fund | 94 | 1.37B | May 2007 | OSCV vs FYX | |
| Hartford Multifactor Small Cap ETF | 92 | 61.48M | Mar 2015 | OSCV vs ROSC | |
| Victoryshares Small Cap Free Cash Flow ETF | 92 | 684.65M | Dec 2023 | OSCV vs SFLO | |
| Avantis US Small Cap Equity ETF | 91 | 3.05B | Jan 2022 | OSCV vs AVSC |
Top Performing OSCV Alternatives (YTD)
OSCV is at 15.37% YTD. There are 52 ETFs in the Small Cap Blend Equities category with higher YTD returns, going as high as 48.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Daily Small Cap Bull 3X Shares | 48.69% | 1.35B | Nov 2008 | OSCV vs TNA | |
| Victoryshares Small Cap Free Cash Flow ETF | 27.87% | 684.65M | Dec 2023 | OSCV vs SFLO | |
| Inspire Small/Mid Cap Impact ETF | 27.66% | 334.88M | Feb 2017 | OSCV vs ISMD | |
| Allspring SMID Core ETF | 27.10% | 78.82M | Jul 2025 | OSCV vs ASCE | |
| First Trust Small Cap Core AlphaDEX Fund | 25.97% | 1.37B | May 2007 | OSCV vs FYX |
Lowest Volatility Alternatives to OSCV
OSCV has 13.02% 1-year volatility. There are 5 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 | |
| iShares MSCI USA Small-Cap Min Vol Factor ETF | 9.75% | 288.96M | Sep 2016 | OSCV vs SMMV | |
| Global X Russell 2000 Covered Call ETF | 10.67% | 1.37B | Apr 2019 | OSCV vs RYLD | |
| First Trust Horizon Managed Volatility Small/Mid E... | 10.73% | 35.21M | Apr 2020 | OSCV vs HSMV | |
| CresAlta Small & Mid-Cap ETF | 11.65% | 88.99M | May 2026 | OSCV vs CVSM |
Lowest Drawdown Alternatives to OSCV
OSCV has a 1-year max drawdown of -7.55%. There are 6 ETFs in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -2.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Russell 2000 Dynamic Daily Buffer ETF | -2.09% | — | Jun 2025 | OSCV vs RB | |
| Global X Russell 2000 Covered Call ETF | -6.29% | 1.37B | Apr 2019 | OSCV vs RYLD | |
| Hypatia Women CEO ETF | -6.96% | 5.55M | Jan 2023 | OSCV vs WCEO | |
| iShares MSCI USA Small-Cap Min Vol Factor ETF | -7.02% | 288.96M | Sep 2016 | OSCV vs SMMV | |
| 6 Meridian Small Cap Equity ETF | -7.16% | 106.31M | May 2020 | OSCV vs SIXS |
Other ETFs from Aptus
The 10 most viewed Aptus ETFs shown here include ACIO, ADME, JUCY and span 7 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 | 45 | 5.38% | 2.38B | Jul 2019 | OSCV vs ACIO | |
| Aptus Drawdown Managed Equity ETF | Equity Hedged | 51 | 7.79% | 290.93M | Jun 2016 | OSCV vs ADME | |
| Aptus Enhanced Yield ETF | Intermediate Core Bond | 92 | 3.47% | 316.83M | Oct 2022 | OSCV vs JUCY | |
| Aptus Defined Risk ETF | Diversified Portfolio | 20 | 1.59% | 1.52B | Aug 2018 | OSCV vs DRSK | |
| Aptus International Enhanced Yield ETF | Long-Short | 78 | 15.21% | 490.37M | Jul 2021 | OSCV vs IDUB | |
| Aptus International Drawdown Managed Equity ETF | Global Equities | 78 | 15.21% | 62.12M | Jul 2021 | OSCV vs IDME | |
| Aptus Large Cap Enhanced Yield ETF | Derivative Income | 78 | 12.25% | 389.87M | Jun 2023 | OSCV vs DUBS | |
| Aptus October Buffer ETF | Defined Outcome | — | 7.27% | — | Oct 2025 | OSCV vs OCTB | |
| Aptus January Buffer ETF | Defined Outcome | — | 6.95% | — | Oct 2025 | OSCV vs JANB | |
| Aptus July Buffer ETF | Defined Outcome | — | 8.08% | — | Oct 2025 | OSCV vs JULB |
Often Compared With OSCV
Investors most often compare OSCV with XSHQ, BND, VBR. These 20 comparison targets span 10 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