PRFZ vs. OSCV
Compare and contrast key facts about Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) and Opus Small Cap Value Plus ETF (OSCV).
PRFZ and OSCV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PRFZ is a passively managed fund by Invesco that tracks the performance of the FTSE RAFI US 1500 Small-Mid Index. It was launched on Sep 20, 2006. OSCV is an actively managed fund by Aptus Capital Advisors. It was launched on Jul 18, 2018.
Performance
PRFZ vs. OSCV - Performance Comparison
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PRFZ vs. OSCV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.18% | 11.26% | 12.68% | 20.21% | -16.29% | 28.26% | 11.84% | 21.91% | -19.61% |
OSCV Opus Small Cap Value Plus ETF | 6.67% | 1.35% | 11.66% | 10.14% | -11.41% | 27.69% | 4.94% | 27.51% | -13.52% |
Returns By Period
In the year-to-date period, PRFZ achieves a 0.18% return, which is significantly lower than OSCV's 6.67% return.
PRFZ
- 1D
- 3.16%
- 1M
- -5.16%
- YTD
- 0.18%
- 6M
- 1.47%
- 1Y
- 22.36%
- 3Y*
- 13.14%
- 5Y*
- 6.39%
- 10Y*
- 10.68%
OSCV
- 1D
- 1.68%
- 1M
- -2.78%
- YTD
- 6.67%
- 6M
- 3.75%
- 1Y
- 14.52%
- 3Y*
- 9.67%
- 5Y*
- 5.27%
- 10Y*
- —
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PRFZ vs. OSCV - Expense Ratio Comparison
PRFZ has a 0.39% expense ratio, which is lower than OSCV's 0.79% expense ratio.
Return for Risk
PRFZ vs. OSCV — Risk / Return Rank
PRFZ
OSCV
PRFZ vs. OSCV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) and Opus Small Cap Value Plus ETF (OSCV). 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.
| PRFZ | OSCV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.86 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.31 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.17 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.26 | +0.33 |
Martin ratioReturn relative to average drawdown | 6.02 | 4.80 | +1.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PRFZ | OSCV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.86 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.31 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.36 | +0.03 |
Correlation
The correlation between PRFZ and OSCV is 0.92, 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.
Dividends
PRFZ vs. OSCV - Dividend Comparison
PRFZ's dividend yield for the trailing twelve months is around 0.95%, less than OSCV's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF | 0.95% | 0.82% | 1.45% | 1.42% | 1.33% | 0.93% | 0.91% | 1.29% | 1.37% | 0.97% | 1.31% | 1.39% |
OSCV Opus Small Cap Value Plus ETF | 1.13% | 1.23% | 1.29% | 1.55% | 1.12% | 1.06% | 1.11% | 1.75% | 0.25% | 0.00% | 0.00% | 0.00% |
Drawdowns
PRFZ vs. OSCV - Drawdown Comparison
The maximum PRFZ drawdown since its inception was -62.41%, which is greater than OSCV's maximum drawdown of -42.40%. Use the drawdown chart below to compare losses from any high point for PRFZ and OSCV.
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Drawdown Indicators
| PRFZ | OSCV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.41% | -42.40% | -20.01% |
Max Drawdown (1Y)Largest decline over 1 year | -13.87% | -11.67% | -2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -26.58% | -22.92% | -3.66% |
Max Drawdown (10Y)Largest decline over 10 years | -44.28% | — | — |
Current DrawdownCurrent decline from peak | -7.55% | -4.78% | -2.77% |
Average DrawdownAverage peak-to-trough decline | -9.49% | -7.73% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 3.07% | +0.60% |
Volatility
PRFZ vs. OSCV - Volatility Comparison
Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) has a higher volatility of 6.88% compared to Opus Small Cap Value Plus ETF (OSCV) at 4.74%. This indicates that PRFZ's price experiences larger fluctuations and is considered to be riskier than OSCV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRFZ | OSCV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 4.74% | +2.14% |
Volatility (6M)Calculated over the trailing 6-month period | 13.55% | 9.52% | +4.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.39% | 16.96% | +5.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.38% | 17.34% | +4.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.44% | 21.05% | +1.39% |