Correlation
The correlation between OSCV and VBR is 0.78, 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.
OSCV vs. VBR
Compare and contrast key facts about Opus Small Cap Value ETF (OSCV) and Vanguard Small-Cap Value ETF (VBR).
OSCV and VBR 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. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSCV or VBR.
Performance
OSCV vs. VBR - Performance Comparison
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Key characteristics
OSCV:
0.23
VBR:
0.19
OSCV:
0.43
VBR:
0.43
OSCV:
1.05
VBR:
1.06
OSCV:
0.17
VBR:
0.17
OSCV:
0.44
VBR:
0.49
OSCV:
8.73%
VBR:
8.23%
OSCV:
19.08%
VBR:
21.77%
OSCV:
-42.40%
VBR:
-62.01%
OSCV:
-12.78%
VBR:
-11.98%
Returns By Period
The year-to-date returns for both stocks are quite close, with OSCV having a -3.95% return and VBR slightly lower at -4.02%.
OSCV
-3.95%
3.02%
-12.31%
3.06%
5.34%
11.74%
N/A
VBR
-4.02%
4.80%
-11.53%
2.81%
6.39%
14.82%
7.81%
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OSCV vs. VBR - Expense Ratio Comparison
OSCV has a 0.79% expense ratio, which is higher than VBR's 0.07% expense ratio.
Risk-Adjusted Performance
OSCV vs. VBR — Risk-Adjusted Performance Rank
OSCV
VBR
OSCV vs. VBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Opus Small Cap Value ETF (OSCV) and Vanguard Small-Cap Value ETF (VBR). 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.
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Dividends
OSCV vs. VBR - Dividend Comparison
OSCV's dividend yield for the trailing twelve months is around 1.24%, less than VBR's 2.23% 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% |
VBR Vanguard Small-Cap Value ETF | 2.23% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
OSCV vs. VBR - Drawdown Comparison
The maximum OSCV drawdown since its inception was -42.40%, smaller than the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for OSCV and VBR.
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Volatility
OSCV vs. VBR - Volatility Comparison
The current volatility for Opus Small Cap Value ETF (OSCV) is 4.58%, while Vanguard Small-Cap Value ETF (VBR) has a volatility of 6.25%. This indicates that OSCV experiences smaller price fluctuations and is considered to be less risky than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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