Correlation
The correlation between OSCV and BND is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
OSCV vs. BND
Compare and contrast key facts about Opus Small Cap Value ETF (OSCV) and Vanguard Total Bond Market ETF (BND).
OSCV and BND 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. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSCV or BND.
Performance
OSCV vs. BND - Performance Comparison
Loading data...
Key characteristics
OSCV:
0.23
BND:
1.10
OSCV:
0.43
BND:
1.60
OSCV:
1.05
BND:
1.19
OSCV:
0.17
BND:
0.47
OSCV:
0.44
BND:
2.79
OSCV:
8.73%
BND:
2.11%
OSCV:
19.08%
BND:
5.32%
OSCV:
-42.40%
BND:
-18.84%
OSCV:
-12.78%
BND:
-7.09%
Returns By Period
In the year-to-date period, OSCV achieves a -3.95% return, which is significantly lower than BND's 2.49% return.
OSCV
-3.95%
3.26%
-12.31%
4.28%
5.34%
11.74%
N/A
BND
2.49%
-0.67%
0.77%
5.82%
1.52%
-1.00%
1.54%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OSCV vs. BND - Expense Ratio Comparison
OSCV has a 0.79% expense ratio, which is higher than BND's 0.03% expense ratio.
Risk-Adjusted Performance
OSCV vs. BND — Risk-Adjusted Performance Rank
OSCV
BND
OSCV vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Opus Small Cap Value 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.
Loading data...
Dividends
OSCV vs. BND - Dividend Comparison
OSCV's dividend yield for the trailing twelve months is around 1.24%, less than BND's 3.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSCV Opus Small Cap Value ETF | 1.24% | 1.29% | 1.55% | 1.12% | 1.07% | 1.12% | 1.75% | 1.10% | 0.00% | 0.00% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.74% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
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 -18.84%. Use the drawdown chart below to compare losses from any high point for OSCV and BND.
Loading data...
Volatility
OSCV vs. BND - Volatility Comparison
Opus Small Cap Value ETF (OSCV) has a higher volatility of 4.58% compared to Vanguard Total Bond Market ETF (BND) at 1.52%. 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.
Loading data...