OSCV vs VYM
Opus Small Cap Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | OSCV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.04% | |
| AUM | $708M | $81.6B | |
| Dividend Yield | 1.05% | 2.24% | |
| Holdings | 67 | 616 | |
| YTD Return | +16.11% | +16.42% | |
| 1Y Return | +15.07% | +24.22% | |
| 3Y Return (annualized) | +11.64% | +19.03% | |
| 5Y Return (annualized) | +6.88% | +12.21% | |
| Volatility (annualized) | 18.6% | 14.6% | |
| Max Drawdown | -42.8% | -58.8% | |
| Fund Family | Aptus ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 18, 2018 | Nov 10, 2006 |
OSCV vs VYM Performance
Opus Small Cap Value ETF (OSCV) is a ETF from Aptus ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year OSCV returned +15.07% while VYM returned +24.22%. Year to date, OSCV is up 16.11% versus a gain of 16.42% for VYM.
Over three years, OSCV compounded at +11.64% per year against +19.03% for VYM; over five years the annualized figures are +6.88% and +12.21% respectively. Across the full 8-year window we track, VYM has the edge at +7.10% annualized vs +6.98%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
OSCV charges 0.79% per year while VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, OSCV currently yields 1.05% against 2.24% for VYM.
Holdings Overlap
OSCV and VYM share 28 holdings out of 640 unique holdings combined, representing a 0.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OSCV or VYM?
OSCV has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $75 per year of difference.
Which performed better, OSCV or VYM?
Over the past year OSCV returned +15.07% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), OSCV annualized +6.98% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, OSCV or VYM?
OSCV has been the more volatile fund at 18.6% annualized versus 14.6% for VYM. Worst drawdown: OSCV -42.8% vs VYM -58.8%.
Should I hold both OSCV and VYM?
OSCV and VYM have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between OSCV and VYM?
OSCV and VYM share 28 common holdings with a 0.8% weight overlap. Combined, they hold 640 unique securities.
Which pays a higher dividend, OSCV or VYM?
OSCV yields 1.05% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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