SMLF vs. OSCV
Compare and contrast key facts about iShares MSCI USA Small-Cap Multifactor ETF (SMLF) and Opus Small Cap Value Plus ETF (OSCV).
SMLF and OSCV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SMLF is a passively managed fund by iShares that tracks the performance of the MSCI USA Small Cap Diversified Multi-Factor. It was launched on Apr 28, 2015. OSCV is an actively managed fund by Aptus Capital Advisors. It was launched on Jul 18, 2018.
Performance
SMLF vs. OSCV - Performance Comparison
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SMLF vs. OSCV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SMLF iShares MSCI USA Small-Cap Multifactor ETF | 1.08% | 12.30% | 16.33% | 19.99% | -12.19% | 26.53% | 8.38% | 21.56% | -16.44% |
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, SMLF achieves a 1.08% return, which is significantly lower than OSCV's 6.67% return.
SMLF
- 1D
- 3.34%
- 1M
- -4.37%
- YTD
- 1.08%
- 6M
- 2.12%
- 1Y
- 22.93%
- 3Y*
- 15.22%
- 5Y*
- 8.55%
- 10Y*
- 11.24%
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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SMLF vs. OSCV - Expense Ratio Comparison
SMLF has a 0.30% expense ratio, which is lower than OSCV's 0.79% expense ratio.
Return for Risk
SMLF vs. OSCV — Risk / Return Rank
SMLF
OSCV
SMLF vs. OSCV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Small-Cap Multifactor ETF (SMLF) 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.
| SMLF | OSCV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.86 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.31 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.17 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.26 | +0.30 |
Martin ratioReturn relative to average drawdown | 6.74 | 4.80 | +1.94 |
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
| SMLF | OSCV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.86 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.31 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.36 | +0.13 |
Correlation
The correlation between SMLF 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
SMLF vs. OSCV - Dividend Comparison
SMLF's dividend yield for the trailing twelve months is around 1.17%, more than OSCV's 1.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMLF iShares MSCI USA Small-Cap Multifactor ETF | 1.17% | 1.14% | 1.33% | 1.13% | 1.23% | 1.07% | 1.33% | 1.39% | 1.17% | 0.93% | 0.78% | 0.79% |
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
SMLF vs. OSCV - Drawdown Comparison
The maximum SMLF drawdown since its inception was -41.89%, roughly equal to the maximum OSCV drawdown of -42.40%. Use the drawdown chart below to compare losses from any high point for SMLF and OSCV.
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Drawdown Indicators
| SMLF | OSCV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.89% | -42.40% | +0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -11.67% | -2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -26.28% | -22.92% | -3.36% |
Max Drawdown (10Y)Largest decline over 10 years | -41.89% | — | — |
Current DrawdownCurrent decline from peak | -5.66% | -4.78% | -0.88% |
Average DrawdownAverage peak-to-trough decline | -6.68% | -7.73% | +1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 3.07% | +0.31% |
Volatility
SMLF vs. OSCV - Volatility Comparison
iShares MSCI USA Small-Cap Multifactor ETF (SMLF) has a higher volatility of 7.09% compared to Opus Small Cap Value Plus ETF (OSCV) at 4.74%. This indicates that SMLF'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
| SMLF | OSCV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 4.74% | +2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 9.52% | +3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.67% | 16.96% | +5.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.14% | 17.34% | +3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.75% | 21.05% | +0.70% |