IVV vs OSCV
iShares Core S&P 500 ETF vs Opus Small Cap Value ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | OSCV | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.79% | |
| AUM | $907.0B | $708M | |
| Dividend Yield | 1.10% | 1.05% | |
| Holdings | 508 | 67 | |
| YTD Return | +12.96% | +14.53% | |
| 1Y Return | +20.70% | +14.25% | |
| 3Y Return (annualized) | +22.10% | +11.81% | |
| 5Y Return (annualized) | +13.40% | +7.01% | |
| Volatility (annualized) | 15.1% | 18.6% | |
| Max Drawdown | -56.5% | -42.8% | |
| Fund Family | iShares by BlackRock (US) | Aptus ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 18, 2018 |
IVV vs OSCV Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Opus Small Cap Value ETF (OSCV) is a ETF from Aptus ETFs. Over the past year IVV returned +20.70% while OSCV returned +14.25%. Year to date, IVV is up 12.96% versus a gain of 14.53% for OSCV.
Over three years, IVV compounded at +22.10% per year against +11.81% for OSCV; over five years the annualized figures are +13.40% and +7.01% respectively. Across the full 8-year window we track, IVV has the edge at +7.01% annualized vs +6.79%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OSCV has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -42.8% for OSCV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while OSCV charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 1.05% for OSCV.
Holdings Overlap
IVV and OSCV share 0 holdings out of 570 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or OSCV?
IVV has an expense ratio of 0.03% while OSCV charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, IVV or OSCV?
Over the past year IVV returned +20.70% vs +14.25% for OSCV, so IVV leads on 1-year performance. Over the longest common window we track (8 years), IVV annualized +7.01% vs +6.79% for OSCV. Past performance does not guarantee future results.
Which is riskier, IVV or OSCV?
OSCV has been the more volatile fund at 18.6% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs OSCV -42.8%.
Should I hold both IVV and OSCV?
IVV and OSCV have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and OSCV?
IVV and OSCV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 570 unique securities.
Which pays a higher dividend, IVV or OSCV?
IVV yields 1.10% while OSCV yields 1.05%, so IVV currently pays the higher dividend yield.
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