OSCV vs. BND
OSCV (Opus Small Cap Value Plus ETF) and BND (Vanguard Total Bond Market ETF) are both exchange-traded funds - OSCV is a Small Cap Blend Equities fund actively managed by Aptus Capital Advisors, while BND is a Total Bond Market fund tracking the Bloomberg U.S. Aggregate Float Adjusted Index. OSCV is actively managed, while BND is passively managed. Over the past 5 years, OSCV returned 6.15%/yr vs 0.05%/yr for BND. At a 0.06 correlation, their price movements are largely independent. OSCV charges 0.79%/yr vs 0.03%/yr for BND.
Performance
OSCV vs. BND - Performance Comparison
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Returns By Period
In the year-to-date period, OSCV achieves a 12.19% return, which is significantly higher than BND's 0.49% return.
OSCV
- 1D
- 0.44%
- 1M
- 2.09%
- YTD
- 12.19%
- 6M
- 10.21%
- 1Y
- 16.60%
- 3Y*
- 11.76%
- 5Y*
- 6.15%
- 10Y*
- —
BND
- 1D
- 0.11%
- 1M
- 0.64%
- YTD
- 0.49%
- 6M
- 0.57%
- 1Y
- 4.23%
- 3Y*
- 3.96%
- 5Y*
- 0.05%
- 10Y*
- 1.56%
OSCV vs. BND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
OSCV Opus Small Cap Value Plus ETF | 12.19% | 1.35% | 11.66% | 10.14% | -11.41% | 27.69% | 4.94% | 27.51% | -13.57% |
BND Vanguard Total Bond Market ETF | 0.49% | 7.08% | 1.38% | 5.65% | -13.11% | -1.86% | 7.71% | 8.84% | 1.44% |
Correlation
The correlation between OSCV and BND is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2018 | 0.06 |
Over the past year, OSCV and BND have become more correlated (0.31) than their long-term average of 0.06, meaning their price movements have been converging.
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Return for Risk
OSCV vs. BND — Risk / Return Rank
OSCV
BND
OSCV vs. BND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Opus Small Cap Value Plus ETF (OSCV) and Vanguard Total Bond Market ETF (BND). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OSCV | BND | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | 1.59 | +0.62 |
| Martin ratioReturn relative to average drawdown | 6.42 | 4.52 | +1.90 |
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Drawdowns
OSCV vs. BND - Drawdown Comparison
The maximum OSCV drawdown since its inception was -42.40%, which is greater than BND's maximum drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for OSCV and BND.
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Drawdown Indicators
| OSCV | BND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.40% | -18.58% | -23.82% |
Max Drawdown (1Y)Largest decline over 1 year | -7.55% | -2.68% | -4.87% |
Max Drawdown (3Y)Largest decline over 3 years | -22.92% | -5.92% | -17.00% |
Max Drawdown (5Y)Largest decline over 5 years | -22.92% | -17.91% | -5.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.58% | — |
Current DrawdownCurrent decline from peak | -0.04% | -2.15% | +2.11% |
Average DrawdownAverage peak-to-trough decline | -7.56% | -3.06% | -4.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 0.94% | +1.65% |
Volatility
OSCV vs. BND - Volatility Comparison
Opus Small Cap Value Plus ETF (OSCV) has a higher volatility of 2.97% compared to Vanguard Total Bond Market ETF (BND) at 1.08%. This indicates that OSCV's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OSCV | BND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.97% | 1.08% | +1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 2.77% | +6.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.36% | 3.74% | +9.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.22% | 6.03% | +11.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 5.53% | +15.32% |
OSCV vs. BND - Expense Ratio Comparison
OSCV has a 0.79% expense ratio, which is higher than BND's 0.03% expense ratio.
Dividends
OSCV vs. BND - Dividend Comparison
OSCV's dividend yield for the trailing twelve months is around 1.07%, less than BND's 3.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BND Vanguard Total Bond Market ETF | 3.96% | 3.86% | 3.67% | 3.09% | 2.60% | 2.12% | 2.38% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% |
OSCV Opus Small Cap Value Plus ETF | 1.07% | 1.23% | 1.29% | 1.55% | 1.12% | 1.06% | 1.11% | 1.75% | 0.25% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OSCV and BND have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OSCV has higher volatility (2.97%) compared to BND (1.08%). In terms of maximum drawdown, OSCV dropped -42.40% vs BND's -18.58%.
On 5-year performance, OSCV leads with 6.15% vs 0.05% for BND. On fees, BND is cheaper at 0.03% per year. On volatility, BND has been the lower-risk option at 1.08%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, OSCV has performed better with a 6.15% return vs 0.05%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BND is cheaper with a 0.03% expense ratio, compared with 0.79% for OSCV.
BND has the higher dividend yield at 3.96%, compared with 1.07% for OSCV.
OSCV is categorized as Small Cap Blend Equities, while BND is Total Bond Market. They also come from different issuers: Aptus Capital Advisors and Vanguard. Their fees differ too: 0.79% for OSCV and 0.03% for BND.
OSCV currently has the higher Sharpe Ratio (1.25 vs 1.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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