OSCV vs. IJR
Compare and contrast key facts about Opus Small Cap Value ETF (OSCV) and iShares Core S&P Small-Cap ETF (IJR).
OSCV and IJR 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. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSCV or IJR.
Key characteristics
| OSCV | IJR | |
|---|---|---|
| YTD Return | 1.88% | -1.48% |
| 1Y Return | 14.04% | 16.90% |
| 3Y Return (Ann) | 1.99% | -0.18% |
| 5Y Return (Ann) | 7.58% | 7.13% |
| Sharpe Ratio | 0.94 | 0.87 |
| Daily Std Dev | 14.95% | 19.36% |
| Max Drawdown | -42.40% | -58.15% |
| Current Drawdown | -5.17% | -8.20% |
Correlation
The correlation between OSCV and IJR is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
OSCV vs. IJR - Performance Comparison
In the year-to-date period, OSCV achieves a 1.88% return, which is significantly higher than IJR's -1.48% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OSCV vs. IJR - Expense Ratio Comparison
OSCV has a 0.79% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
OSCV vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Opus Small Cap Value ETF (OSCV) and iShares Core S&P Small-Cap ETF (IJR). 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.
Dividends
OSCV vs. IJR - Dividend Comparison
OSCV's dividend yield for the trailing twelve months is around 1.58%, more than IJR's 1.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSCV Opus Small Cap Value ETF | 1.58% | 1.55% | 1.12% | 1.06% | 1.12% | 1.75% | 1.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 1.33% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% | 1.00% |
Drawdowns
OSCV vs. IJR - Drawdown Comparison
The maximum OSCV drawdown since its inception was -42.40%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for OSCV and IJR. For additional features, visit the drawdowns tool.
Volatility
OSCV vs. IJR - Volatility Comparison
The current volatility for Opus Small Cap Value ETF (OSCV) is 4.24%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 5.36%. This indicates that OSCV experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.