OSCV vs. VTSAX

Last updated Jun 23, 2026

OSCV (Opus Small Cap Value Plus ETF) and VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) are both funds - OSCV is a Small Cap Blend Equities fund actively managed by Aptus Capital Advisors, while VTSAX is a Large Cap Blend Equities fund managed by Vanguard. Over the past 5 years, OSCV returned 6.19%/yr vs 12.87%/yr for VTSAX. A 0.79 correlation means they provide meaningful diversification when combined. OSCV charges 0.79%/yr vs 0.04%/yr for VTSAX.

Performance

OSCV vs. VTSAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Opus Small Cap Value Plus ETF (OSCV) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, OSCV achieves a 11.70% return, which is significantly higher than VTSAX's 10.72% return.

OSCV

• 1D: 0.63%
• 1M: 1.65%
• YTD: 11.70%
• 6M: 9.70%
• 1Y: 17.46%
• 3Y*: 11.60%
• 5Y*: 6.19%
• 10Y*: —

VTSAX

• 1D: 1.14%
• 1M: 0.90%
• YTD: 10.72%
• 6M: 9.93%
• 1Y: 27.56%
• 3Y*: 20.66%
• 5Y*: 12.87%
• 10Y*: 15.06%

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

OSCV vs. VTSAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
OSCV Opus Small Cap Value Plus ETF	11.70%	1.35%	11.66%	10.14%	-11.41%	27.69%	4.94%	27.51%	-13.57%
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares	10.72%	17.12%	23.23%	26.51%	-19.52%	25.72%	20.98%	30.79%	-11.16%

Correlation

The correlation between OSCV and VTSAX is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.62
Correlation (3Y) Calculated over the trailing 3-year period	0.71
Correlation (5Y) Calculated over the trailing 5-year period	0.77
Correlation (All Time) Calculated using the full available price history since Jul 18, 2018	0.79

The correlation between OSCV and VTSAX shifts across timeframes, from 0.62 (1 year) to 0.79 (all time), reflecting how their relationship changes across market environments.

OSCV vs. VTSAX - Sectors Allocation Comparison

Sectors	OSCV	VTSAX
Financial Services	27.7%	11.3%
Industrials	18.4%	9.4%
Energy	11.3%	3.3%
Consumer Cyclical	10.7%	9.7%
Real Estate	9.9%	2.3%
Healthcare	8.6%	9.0%
Basic Materials	6.0%	1.9%
Utilities	3.1%	2.1%
Consumer Defensive	2.2%	4.3%
Technology	2.2%	37.0%
Communication Services	-	9.8%

Return for Risk

OSCV vs. VTSAX — Risk / Return Rank

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

OSCV

OSCV Risk / Return Rank: 41
OSCV Sharpe Ratio Rank: 38
OSCV Sortino Ratio Rank: 40
OSCV Omega Ratio Rank: 35
OSCV Calmar Ratio Rank: 48
OSCV Martin Ratio Rank: 43

VTSAX

VTSAX Risk / Return Rank: 65
VTSAX Sharpe Ratio Rank: 63
VTSAX Sortino Ratio Rank: 57
VTSAX Omega Ratio Rank: 58
VTSAX Calmar Ratio Rank: 70
VTSAX Martin Ratio Rank: 80

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. VTSAX - 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 Stock Market Index Fund Admiral Shares (VTSAX). 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	VTSAX	Difference
Sharpe ratio: Return per unit of total volatility	1.31	2.14	-0.83
Sortino ratio: Return per unit of downside risk	2.02	2.90	-0.89
Omega ratio: Gain probability vs. loss probability	1.23	1.38	-0.16
Calmar ratio: Return relative to maximum drawdown	2.32	3.07	-0.75
Martin ratio: Return relative to average drawdown	6.75	13.77	-7.02

OSCV vs. VTSAX - Sharpe Ratio Comparison

The current OSCV Sharpe Ratio is 1.31, which is lower than the VTSAX Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of OSCV and VTSAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

OSCV vs. VTSAX - Drawdown Comparison

The maximum OSCV drawdown since its inception was -42.40%, smaller than the maximum VTSAX drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for OSCV and VTSAX.

Drawdown Indicators

	OSCV	VTSAX	Difference
Max Drawdown Largest peak-to-trough decline	-42.40%	-55.33%	+12.93%
Max Drawdown (1Y) Largest decline over 1 year	-7.55%	-8.92%	+1.37%
Max Drawdown (3Y) Largest decline over 3 years	-22.92%	-19.36%	-3.56%
Max Drawdown (5Y) Largest decline over 5 years	-22.92%	-25.36%	+2.44%
Max Drawdown (10Y) Largest decline over 10 years	—	-34.97%	—
Current Drawdown Current decline from peak	-0.47%	-1.13%	+0.66%
Average Drawdown Average peak-to-trough decline	-7.56%	-8.99%	+1.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.59%	1.99%	+0.60%

Volatility

OSCV vs. VTSAX - Volatility Comparison

The current volatility for Opus Small Cap Value Plus ETF (OSCV) is 2.96%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.88%. This indicates that OSCV experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OSCV	VTSAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.96%	4.88%	-1.92%
Volatility (6M) Calculated over the trailing 6-month period	9.47%	10.11%	-0.64%
Volatility (1Y) Calculated over the trailing 1-year period	13.38%	12.80%	+0.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.22%	17.45%	-0.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.85%	18.45%	+2.40%

OSCV vs. VTSAX - Expense Ratio Comparison

OSCV has a 0.79% expense ratio, which is higher than VTSAX's 0.04% expense ratio.

Dividends

OSCV vs. VTSAX - Dividend Comparison

OSCV's dividend yield for the trailing twelve months is around 1.08%, more than VTSAX's 1.01% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
OSCV Opus Small Cap Value Plus ETF	1.08%	1.23%	1.29%	1.55%	1.12%	1.06%	1.11%	1.75%	0.25%	0.00%	0.00%	0.00%
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares	1.01%	1.11%	1.26%	1.42%	1.65%	1.20%	1.41%	1.76%	2.03%	1.71%	1.92%	1.98%

Frequently Asked Questions

Can I hold both OSCV and VTSAX in my portfolio?

OSCV and VTSAX have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, OSCV or VTSAX?

VTSAX has higher volatility (4.88%) compared to OSCV (2.96%). In terms of maximum drawdown, OSCV dropped -42.40% vs VTSAX's -55.33%.

Which has better risk-adjusted returns?

VTSAX currently has the higher Sharpe Ratio (2.14 vs 1.31), 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.