Correlation
The correlation between OSCV and VTSAX 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. VTSAX
Compare and contrast key facts about Opus Small Cap Value ETF (OSCV) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
OSCV is an actively managed fund by Aptus Capital Advisors. It was launched on Jul 18, 2018. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSCV or VTSAX.
Performance
OSCV vs. VTSAX - Performance Comparison
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Key characteristics
OSCV:
0.23
VTSAX:
0.69
OSCV:
0.43
VTSAX:
1.00
OSCV:
1.05
VTSAX:
1.14
OSCV:
0.17
VTSAX:
0.64
OSCV:
0.44
VTSAX:
2.40
OSCV:
8.73%
VTSAX:
5.17%
OSCV:
19.08%
VTSAX:
20.07%
OSCV:
-42.40%
VTSAX:
-55.34%
OSCV:
-12.78%
VTSAX:
-3.91%
Returns By Period
In the year-to-date period, OSCV achieves a -3.95% return, which is significantly lower than VTSAX's 0.53% return.
OSCV
-3.95%
3.02%
-12.31%
3.06%
5.34%
11.74%
N/A
VTSAX
0.53%
5.69%
-2.51%
12.97%
13.71%
15.23%
12.12%
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OSCV vs. VTSAX - Expense Ratio Comparison
OSCV has a 0.79% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
OSCV vs. VTSAX — Risk-Adjusted Performance Rank
OSCV
VTSAX
OSCV vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Opus Small Cap Value 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.
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Dividends
OSCV vs. VTSAX - Dividend Comparison
OSCV's dividend yield for the trailing twelve months is around 1.24%, less than VTSAX's 1.28% 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% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.28% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
OSCV vs. VTSAX - Drawdown Comparison
The maximum OSCV drawdown since its inception was -42.40%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for OSCV and VTSAX.
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Volatility
OSCV vs. VTSAX - Volatility Comparison
The current volatility for Opus Small Cap Value ETF (OSCV) is 4.58%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.97%. 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.
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