OSCV vs. ADME

Last updated Apr 1, 2026

Compare and contrast key facts about Opus Small Cap Value Plus ETF (OSCV) and Aptus Drawdown Managed Equity ETF (ADME).

OSCV and ADME are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OSCV is an actively managed fund by Aptus Capital Advisors. It was launched on Jul 18, 2018. ADME is a passively managed fund by Aptus Capital Advisors that tracks the performance of the Aptus Behavioral Momentum Index. It was launched on Jun 8, 2016.

Performance

OSCV vs. ADME - Performance Comparison

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

OSCV vs. ADME - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
OSCV Opus Small Cap Value Plus ETF	6.67%	1.35%	11.66%	10.14%	-11.41%	27.69%	4.94%	27.51%	-13.52%
ADME Aptus Drawdown Managed Equity ETF	-3.52%	10.28%	22.11%	15.42%	-21.80%	20.24%	18.21%	9.31%	-18.77%

Returns By Period

In the year-to-date period, OSCV achieves a 6.67% return, which is significantly higher than ADME's -3.52% return.

OSCV

• 1D: 1.68%
• 1M: -2.78%
• YTD: 6.67%
• 6M: 3.75%
• 1Y: 14.52%
• 3Y*: 9.67%
• 5Y*: 5.27%
• 10Y*: —

ADME

• 1D: 2.21%
• 1M: -4.50%
• YTD: -3.52%
• 6M: -2.99%
• 1Y: 11.79%
• 3Y*: 13.26%
• 5Y*: 6.59%
• 10Y*: —

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

OSCV vs. ADME - Expense Ratio Comparison

Both OSCV and ADME have an expense ratio of 0.79%.

OSCV

Opus Small Cap Value Plus ETF

ADME

Aptus Drawdown Managed Equity ETF

Return for Risk

OSCV vs. ADME — Risk / Return Rank

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

OSCV

OSCV Risk / Return Rank: 48
OSCV Sharpe Ratio Rank: 47
OSCV Sortino Ratio Rank: 49
OSCV Omega Ratio Rank: 45
OSCV Calmar Ratio Rank: 49
OSCV Martin Ratio Rank: 49

ADME

ADME Risk / Return Rank: 52
ADME Sharpe Ratio Rank: 49
ADME Sortino Ratio Rank: 49
ADME Omega Ratio Rank: 49
ADME Calmar Ratio Rank: 55
ADME Martin Ratio Rank: 58

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.

OSCV vs. ADME - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Opus Small Cap Value Plus ETF (OSCV) and Aptus Drawdown Managed Equity ETF (ADME). 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.

	OSCV	ADME	Difference
Sharpe ratio Return per unit of total volatility	0.86	0.85	+0.01
Sortino ratio Return per unit of downside risk	1.31	1.28	+0.03
Omega ratio Gain probability vs. loss probability	1.17	1.18	-0.01
Calmar ratio Return relative to maximum drawdown	1.26	1.35	-0.08
Martin ratio Return relative to average drawdown	4.80	5.54	-0.74
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OSCV vs. ADME - Sharpe Ratio Comparison

The current OSCV Sharpe Ratio is 0.86, which is comparable to the ADME Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of OSCV and ADME, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	OSCV	ADME	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.86	0.85	+0.01
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.31	0.51	-0.21
Sharpe Ratio (All Time) Calculated using the full available price history	0.36	0.54	-0.18

Correlation

The correlation between OSCV and ADME is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

OSCV vs. ADME - Dividend Comparison

OSCV's dividend yield for the trailing twelve months is around 1.13%, more than ADME's 0.42% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
OSCV Opus Small Cap Value Plus ETF	1.13%	1.23%	1.29%	1.55%	1.12%	1.06%	1.11%	1.75%	0.25%	0.00%	0.00%
ADME Aptus Drawdown Managed Equity ETF	0.42%	0.38%	0.47%	0.78%	0.73%	0.26%	0.41%	0.70%	0.86%	0.32%	0.69%

Drawdowns

OSCV vs. ADME - Drawdown Comparison

The maximum OSCV drawdown since its inception was -42.40%, which is greater than ADME's maximum drawdown of -27.49%. Use the drawdown chart below to compare losses from any high point for OSCV and ADME.

Drawdown Indicators

	OSCV	ADME	Difference
Max Drawdown Largest peak-to-trough decline	-42.40%	-27.49%	-14.91%
Max Drawdown (1Y) Largest decline over 1 year	-11.67%	-8.99%	-2.68%
Max Drawdown (5Y) Largest decline over 5 years	-22.92%	-23.43%	+0.51%
Current Drawdown Current decline from peak	-4.78%	-5.44%	+0.66%
Average Drawdown Average peak-to-trough decline	-7.73%	-8.05%	+0.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.07%	2.19%	+0.88%

Volatility

OSCV vs. ADME - Volatility Comparison

Opus Small Cap Value Plus ETF (OSCV) has a higher volatility of 4.74% compared to Aptus Drawdown Managed Equity ETF (ADME) at 4.03%. This indicates that OSCV's price experiences larger fluctuations and is considered to be riskier than ADME based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OSCV	ADME	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.74%	4.03%	+0.71%
Volatility (6M) Calculated over the trailing 6-month period	9.52%	7.59%	+1.93%
Volatility (1Y) Calculated over the trailing 1-year period	16.96%	13.91%	+3.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.34%	12.88%	+4.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.05%	14.45%	+6.60%