OSCV vs VXUS

OSCV vs VXUS

Which is better, OSCV or VXUS?

Small Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricOSCVVXUS
Expense Ratio0.79%0.05%Best
AUM$660M$158.1B
Dividend Yield1.05%2.59%
Holdings668,747
YTD Return+12.22%+16.15%Best
1Y Return+8.93%+27.58%Best
3Y Return (annualized)+10.69%+20.48%Best
5Y Return (annualized)+5.97%+9.09%Best
Volatility (annualized)18.5%16.1%Best
Max Drawdown-42.8%-35.1%Best
$10,000 over 5 years$13,363$15,450Best
Fund FamilyAptus ETFsVanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Blend
InceptionJul 18, 2018Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 18, 2018 to Sep 4, 2026 (8.1 years).

OSCV vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.1 years both funds cover.

OSCV vs VXUS Performance

Opus Small Cap Value ETF (OSCV) is an ETF from Aptus ETFs and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year OSCV returned +8.93% while VXUS returned +27.58%. Year to date, OSCV is up 12.22% versus a gain of 16.15% for VXUS.

Over three years, OSCV compounded at +10.69% per year against +20.48% for VXUS; over five years the annualized figures are +5.97% and +9.09% respectively. Across the full 8-year window we track, VXUS has the edge at +8.29% annualized vs +6.48%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

OSCV has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 16.1% for VXUS. 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 -42.8% for OSCV and -35.1% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

OSCV charges 0.79% per year while VXUS charges 0.05%. On a $10,000 position that is $79 vs $5 annually, a gap of $74 per year that compounds over a long holding period. On income, OSCV currently yields 1.05% against 2.59% for VXUS.

Holdings Overlap

OSCV already in VXUS5.0%

At least 5.0% of OSCV's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

OSCV and VXUS share little of their money.

The two holdings books were reported 49 days apart, OSCV as of Aug 18, 2026 and VXUS as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

3 positions in common, counted across the 65 positions we hold weights for in OSCV and 8,094 in VXUS, against full books of 66 and 8,747.

Top Shared Holdings

StockWeight in OSCVWeight in VXUSDifference
CASHMeta Financial Group Inc1.91%0.00%1.91%
EGPEastgroup Properties Inc. Real Estate Investment Trust1.76%0.00%1.76%
GIL:CAGildan Activewear, Inc.1.38%0.02%1.36%

You are not choosing between two funds in isolation.

Whichever of OSCV and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

OSCVVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, OSCV or VXUS?

OSCV has an expense ratio of 0.79% while VXUS charges 0.05%. VXUS is the cheaper option, by $74 a year on a $10,000 investment.

Which performed better, OSCV or VXUS?

Over the past year OSCV returned +8.93% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (8 years), OSCV annualized +6.48% vs +8.29% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, OSCV or VXUS?

OSCV has been the more volatile fund at 18.5% annualized versus 16.1% for VXUS. Worst drawdown: OSCV -42.8% vs VXUS -35.1%.

Should I hold both OSCV and VXUS?

OSCV and VXUS have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between OSCV and VXUS?

At least 5.0% of OSCV's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 3 positions in common, counted across the 65 positions we hold weights for in OSCV and 8,094 in VXUS.

Which pays a higher dividend, OSCV or VXUS?

OSCV yields 1.05% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

Is VXUS better than OSCV?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.