WCEO vs. OSCV

Last updated Jun 25, 2026

WCEO (Hypatia Women CEO ETF) and OSCV (Opus Small Cap Value Plus ETF) are both Small Cap Blend Equities funds. Both are actively managed. Over the past 3 years, WCEO returned 15.50%/yr vs 12.15%/yr for OSCV. Their correlation of 0.86 suggests significant overlap in exposure. WCEO charges 0.85%/yr vs 0.79%/yr for OSCV.

Performance

WCEO vs. OSCV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hypatia Women CEO ETF (WCEO) and Opus Small Cap Value Plus ETF (OSCV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with WCEO having a 13.94% return and OSCV slightly lower at 13.35%.

WCEO

• 1D: 0.82%
• 1M: 4.13%
• YTD: 13.94%
• 6M: 12.04%
• 1Y: 28.53%
• 3Y*: 15.50%
• 5Y*: —
• 10Y*: —

OSCV

• 1D: 1.04%
• 1M: 3.15%
• YTD: 13.35%
• 6M: 11.56%
• 1Y: 17.12%
• 3Y*: 12.15%
• 5Y*: 6.29%
• 10Y*: —

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

WCEO vs. OSCV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
WCEO Hypatia Women CEO ETF	13.94%	9.77%	8.28%	10.51%
OSCV Opus Small Cap Value Plus ETF	13.35%	1.35%	11.66%	9.06%

Correlation

The correlation between WCEO and OSCV is 0.76, 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	0.76
Correlation (3Y) Calculated over the trailing 3-year period	0.85
Correlation (All Time) Calculated using the full available price history since Jan 9, 2023	0.86

The correlation between WCEO and OSCV shifts across timeframes, from 0.76 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.

WCEO vs. OSCV - Sectors Allocation Comparison

Sectors	WCEO	OSCV
Technology	18.3%	2.2%
Financial Services	16.1%	27.7%
Consumer Cyclical	14.5%	10.7%
Industrials	13.0%	18.4%
Healthcare	10.6%	8.6%
Energy	6.8%	11.3%
Real Estate	6.0%	9.9%
Basic Materials	5.2%	6.0%
Communication Services	4.5%	-
Consumer Defensive	3.0%	2.2%
Utilities	2.0%	3.1%

Return for Risk

WCEO vs. OSCV — Risk / Return Rank

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

WCEO

WCEO Risk / Return Rank: 71
WCEO Sharpe Ratio Rank: 66
WCEO Sortino Ratio Rank: 70
WCEO Omega Ratio Rank: 60
WCEO Calmar Ratio Rank: 85
WCEO Martin Ratio Rank: 76

OSCV

OSCV Risk / Return Rank: 44
OSCV Sharpe Ratio Rank: 41
OSCV Sortino Ratio Rank: 44
OSCV Omega Ratio Rank: 37
OSCV Calmar Ratio Rank: 52
OSCV Martin Ratio Rank: 45

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.

WCEO vs. OSCV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hypatia Women CEO ETF (WCEO) 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.

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.

	WCEO	OSCV	Difference
Sharpe ratio: Return per unit of total volatility	1.89	1.29	+0.60
Sortino ratio: Return per unit of downside risk	2.80	1.98	+0.82
Omega ratio: Gain probability vs. loss probability	1.32	1.22	+0.10
Calmar ratio: Return relative to maximum drawdown	4.12	2.28	+1.84
Martin ratio: Return relative to average drawdown	12.82	6.63	+6.19

WCEO vs. OSCV - Sharpe Ratio Comparison

The current WCEO Sharpe Ratio is 1.89, which is higher than the OSCV Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of WCEO and OSCV, 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

WCEO vs. OSCV - Drawdown Comparison

The maximum WCEO drawdown since its inception was -25.88%, smaller than the maximum OSCV drawdown of -42.40%. Use the drawdown chart below to compare losses from any high point for WCEO and OSCV.

Drawdown Indicators

	WCEO	OSCV	Difference
Max Drawdown Largest peak-to-trough decline	-25.88%	-42.40%	+16.52%
Max Drawdown (1Y) Largest decline over 1 year	-6.96%	-7.55%	+0.59%
Max Drawdown (3Y) Largest decline over 3 years	-25.88%	-22.92%	-2.96%
Max Drawdown (5Y) Largest decline over 5 years	—	-22.92%	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-5.43%	-7.56%	+2.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.23%	2.59%	-0.36%

Volatility

WCEO vs. OSCV - Volatility Comparison

Hypatia Women CEO ETF (WCEO) has a higher volatility of 3.74% compared to Opus Small Cap Value Plus ETF (OSCV) at 3.10%. This indicates that WCEO'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.

Volatility by Period

	WCEO	OSCV	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.74%	3.10%	+0.64%
Volatility (6M) Calculated over the trailing 6-month period	10.44%	9.51%	+0.93%
Volatility (1Y) Calculated over the trailing 1-year period	15.21%	13.35%	+1.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.07%	17.23%	+0.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.07%	20.85%	-2.78%

WCEO vs. OSCV - Expense Ratio Comparison

WCEO has a 0.85% expense ratio, which is higher than OSCV's 0.79% expense ratio.

Dividends

WCEO vs. OSCV - Dividend Comparison

WCEO's dividend yield for the trailing twelve months is around 0.56%, less than OSCV's 1.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
OSCV Opus Small Cap Value Plus ETF	1.06%	1.23%	1.29%	1.55%	1.12%	1.06%	1.11%	1.75%	0.25%
WCEO Hypatia Women CEO ETF	0.56%	0.64%	0.88%	0.93%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WCEO and OSCV in my portfolio?

WCEO and OSCV have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WCEO or OSCV?

WCEO has higher volatility (3.74%) compared to OSCV (3.10%). In terms of maximum drawdown, WCEO dropped -25.88% vs OSCV's -42.40%.

Which ETF is better, WCEO or OSCV?

On 3-year performance, WCEO leads with 15.50% vs 12.15% for OSCV. On fees, OSCV is cheaper at 0.79% per year. On volatility, OSCV has been the lower-risk option at 3.10%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WCEO or OSCV?

Over the 3-year period, WCEO has performed better with a 15.50% return vs 12.15%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WCEO or OSCV?

OSCV is cheaper with a 0.79% expense ratio, compared with 0.85% for WCEO.

Which ETF pays a higher dividend yield, WCEO or OSCV?

OSCV has the higher dividend yield at 1.06%, compared with 0.56% for WCEO.

What is the main difference between WCEO and OSCV?

They also come from different issuers: Hypatia Capital and Aptus Capital Advisors. Their fees differ too: 0.85% for WCEO and 0.79% for OSCV.

Which has better risk-adjusted returns?

WCEO currently has the higher Sharpe Ratio (1.89 vs 1.29), 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.