APRB vs. OSCV

Last updated Jun 4, 2026

APRB (Aptus April Buffer ETF) and OSCV (Opus Small Cap Value Plus ETF) are both exchange-traded funds - APRB is a Defined Outcome fund actively managed by Aptus Capital Advisors, while OSCV is a Small Cap Blend Equities fund actively managed by Aptus Capital Advisors. Both are actively managed. A 0.57 correlation means they provide meaningful diversification when combined. APRB charges 0.25%/yr vs 0.79%/yr for OSCV.

Performance

APRB vs. OSCV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus April Buffer ETF (APRB) and Opus Small Cap Value Plus ETF (OSCV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, APRB achieves a 4.77% return, which is significantly lower than OSCV's 8.34% return.

APRB

• 1D: -0.11%
• 1M: 1.69%
• YTD: 4.77%
• 6M: 5.32%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

OSCV

• 1D: -0.77%
• 1M: -1.79%
• YTD: 8.34%
• 6M: 6.75%
• 1Y: 13.62%
• 3Y*: 10.05%
• 5Y*: 5.11%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

APRB vs. OSCV - Yearly Performance Comparison

	2026 (YTD)	2025
APRB Aptus April Buffer ETF	4.77%	2.48%
OSCV Opus Small Cap Value Plus ETF	8.34%	-1.45%

Correlation

The correlation between APRB and OSCV is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 15, 2025	0.57

Return for Risk

APRB vs. OSCV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OSCV

OSCV Risk / Return Rank: 31
OSCV Sharpe Ratio Rank: 28
OSCV Sortino Ratio Rank: 30
OSCV Omega Ratio Rank: 27
OSCV Calmar Ratio Rank: 37
OSCV Martin Ratio Rank: 35

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APRB vs. OSCV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus April Buffer ETF (APRB) and Opus Small Cap Value Plus ETF (OSCV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	APRB	OSCV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.03	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.30	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.00	0.36	+1.64

Drawdowns

APRB vs. OSCV - Drawdown Comparison

The maximum APRB drawdown since its inception was -4.59%, smaller than the maximum OSCV drawdown of -42.40%. Use the drawdown chart below to compare losses from any high point for APRB and OSCV.

Drawdown Indicators

	APRB	OSCV	Difference
Max Drawdown Largest peak-to-trough decline	-4.59%	-42.40%	+37.81%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.55%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-22.92%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.92%	—
Current Drawdown Current decline from peak	-0.11%	-3.46%	+3.35%
Average Drawdown Average peak-to-trough decline	-0.74%	-7.60%	+6.86%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.55%	—

Volatility

Volatility by Period

	APRB	OSCV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.47%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.45%	—
Volatility (1Y) Calculated over the trailing 1-year period	5.98%	13.37%	-7.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	5.98%	17.26%	-11.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.98%	20.91%	-14.93%

APRB vs. OSCV - Expense Ratio Comparison

APRB has a 0.25% expense ratio, which is lower than OSCV's 0.79% expense ratio.

Dividends

APRB vs. OSCV - Dividend Comparison

APRB has not paid dividends to shareholders, while OSCV's dividend yield for the trailing twelve months is around 1.11%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
APRB Aptus April Buffer ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
OSCV Opus Small Cap Value Plus ETF	1.11%	1.23%	1.29%	1.55%	1.12%	1.06%	1.11%	1.75%	0.25%

Frequently Asked Questions

Can I hold both APRB and OSCV in my portfolio?

APRB and OSCV have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, APRB or OSCV?

On fees, APRB is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, APRB or OSCV?

APRB is cheaper with a 0.25% expense ratio, compared with 0.79% for OSCV.

Which ETF pays a higher dividend yield, APRB or OSCV?

OSCV has the higher dividend yield at 1.11%, compared with 0.00% for APRB.

What is the main difference between APRB and OSCV?

APRB is categorized as Defined Outcome, while OSCV is Small Cap Blend Equities. Their fees differ too: 0.25% for APRB and 0.79% for OSCV.