OSCV vs RSPH
Comparison between OPUS SMALL CAP VALUE ETF (OSCV, ETF) and INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH, ETF).
5-Year PerformanceOSCV has outperformed RSPH, delivering a return of +5.2% compared to +3.1%
OSCV vs RSPH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OSCV
$682M
Winner
RSPH
$685M
Expense Ratio
OSCV
0.79%
Winner
RSPH
0.40%
Max Drawdown
OSCV
42.84%
Winner
RSPH
41.08%
Sharpe Ratio
Winner
OSCV
0.84
RSPH
0.55
5Y Beta
OSCV
0.74
Winner
RSPH
0.58
P/E Ratio
Winner
OSCV
19.53
RSPH
34.52
Forward P/E
OSCV
15.98
Winner
RSPH
15.33
PEG Ratio
OSCV
0.16
RSPH
N/A
5Y Dividends CAGR
Winner
OSCV
13.45%
RSPH
11.17%
5Y EPS CAGR
Winner
OSCV
15.45%
RSPH
8.47%
Debt to Equity
OSCV
N/A
RSPH
-34.98%
P/S Ratio
OSCV
2.33
Winner
RSPH
0.94
P/B Ratio
Winner
OSCV
2.34
RSPH
2.93
OSCV vs RSPH - Holdings Comparison
OSCV and RSPH have 1 common holdings. Overlap is 0.00%
OSCV's top 25 holdings weight is 55.68%. RSPH's top 25 holdings weight is 49.12%.
| Rank | OSCV | RSPH |
|---|---|---|
| #1 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.67% | HUMANA INC (HUM) - 3.03% |
| #2 | NVENT ELECTRIC PLC (NVT) - 2.86% | CENTENE CORP (CNC) - 2.74% |
| #3 | n/a (VNOM) - 2.63% | ELEVANCE HEALTH INC (ELV) - 2.30% |
| #4 | TEXAS ROADHOUSE INC (TXRH) - 2.61% | WEST PHARMACEUTICAL SERVICES INC (WST) - 2.28% |
| #5 | THE HANOVER INSURANCE GROUP INC (THG) - 2.59% | UNITEDHEALTH GROUP INC (UNH) - 2.27% |
| #6 | n/a (AHR) - 2.49% | DAVITA INC (DVA) - 2.17% |
| #7 | HAWKINS INC (HWKN) - 2.47% | CVS HEALTH CORP (CVS) - 2.06% |
| #8 | ARCOSA INC (ACA) - 2.46% | VIATRIS INC (VTRS) - 2.00% |
| #9 | ENSIGN GROUP INC (ENSG) - 2.36% | WATERS CORP (WAT) - 1.96% |
| #10 | ENTERPRISE FINANCIAL SERVICES CORP (EFSC) - 2.14% | SOLVENTUM CORP (SOLV) - 1.94% |
| #11 | PRIMERICA INC (PRI) - 2.14% | DEXCOM INC (DXCM) - 1.87% |
| #12 | STOCK YARDS BANCORP INC (SYBT) - 2.03% | REVVITY INC (RVTY) - 1.86% |
| #13 | SEACOAST BANKING CORP OF FLORIDA (SBCF) - 2.02% | BAXTER INTERNATIONAL INC (BAX) - 1.85% |
| #14 | KADANT INC (KAI) - 2.02% | THE CIGNA GROUP (CI) - 1.85% |
| #15 | PRICESMART INC (PSMT) - 2.01% | ELI LILLY AND CO (LLY) - 1.84% |
| #16 | A10 NETWORKS INC (ATEN) - 1.99% | MERCK & CO INC (MRK) - 1.77% |
| #17 | ENCOMPASS HEALTH CORP (EHC) - 1.98% | EDWARDS LIFESCIENCES CORP (EW) - 1.77% |
| #18 | WINTRUST FINANCIAL CORP (WTFC) - 1.97% | INCYTE CORP (INCY) - 1.76% |
| #19 | FLOWSERVE CORP (FLS) - 1.93% | BIOGEN INC (BIIB) - 1.74% |
| #20 | PATHWARD FINANCIAL INC (CASH) - 1.79% | AGILENT TECHNOLOGIES INC (A) - 1.71% |
| #21 | GERMAN AMERICAN BANCORP INC (GABC) - 1.77% | VEEVA SYSTEMS INC CLASS A (VEEV) - 1.69% |
| #22 | CHEMED CORP (CHE) - 1.76% | STERIS PLC (STE) - 1.68% |
| #23 | NEW JERSEY RESOURCES CORP (NJR) - 1.71% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.66% |
| #24 | EASTGROUP PROPERTIES INC (EGP) - 1.70% | QUEST DIAGNOSTICS INC (DGX) - 1.66% |
| #25 | NATIONAL FUEL GAS CO (NFG) - 1.58% | HENRY SCHEIN INC (HSIC) - 1.66% |
| Total Holdings | 67 | 62 |
OSCV vs RSPH - Historical Returns
Returns include dividend reinvestment.
1M
OSCV
-2.47%
Winner
RSPH
+4.40%
3M
Winner
OSCV
+0.80%
RSPH
-0.60%
6M
Winner
OSCV
+7.76%
RSPH
+0.19%
1Y
Winner
OSCV
+15.40%
RSPH
+11.77%
5Y(CAGR)
Winner
OSCV
+5.23%
RSPH
+3.09%
10Y(CAGR)
OSCV
N/A
RSPH
+8.18%
Max(CAGR)
OSCV
+7.57%
Winner
RSPH
+10.52%
OSCV vs RSPH - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | OSCV | RSPH |
|---|---|---|
| 2026 | +8.38% | -0.60% |
| 2025 | +2.15% | +9.74% |
| 2024 | +11.56% | -2.26% |
| 2023 | +10.47% | +4.02% |
| 2022 | -12.09% | -8.63% |
| 2021 | +29.75% | +23.77% |
| 2020 | +5.14% | +18.65% |
| 2019 | +28.01% | +26.88% |
| 2018 | -13.52% | -1.95% |
| 2017 | N/A | +21.73% |
| 2016 | N/A | -2.60% |
| 2015 | N/A | +7.92% |
| 2014 | N/A | +30.55% |
| 2013 | N/A | +38.38% |
| 2012 | N/A | +17.97% |
| 2011 | N/A | +5.17% |
| 2010 | N/A | +9.39% |
| 2009 | N/A | +35.00% |
| 2008 | N/A | -25.51% |
| 2007 | N/A | +10.37% |
| 2006 | N/A | +1.31% |
OSCV vs RSPH Drawdown Comparison
The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.
The maximum drawdown for RSPH was -40.49%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.
The current OSCV drawdown is -2.88%. The current RSPH drawdown is -4.33%.
| Rank | OSCV | RSPH |
|---|---|---|
| #1 | -42.42% Jan 16, 2020 - Dec 8, 2020 | -40.49% Jun 4, 2007 - Dec 28, 2009 |
| #2 | -22.92% Nov 25, 2024 - Feb 6, 2026 | -30.43% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -21.21% Jan 4, 2022 - Mar 4, 2024 | -21.95% Dec 30, 2021 - Mar 27, 2024 |
| #4 | -20.17% Aug 29, 2018 - Sep 11, 2019 | -19.59% Jul 7, 2011 - Mar 26, 2012 |
| #5 | -7.87% Nov 9, 2021 - Jan 4, 2022 | -19.33% Sep 28, 2018 - Jul 3, 2019 |
| #6 | -7.55% Feb 20, 2026 - Apr 17, 2026 | -19.08% Jul 22, 2015 - Apr 28, 2017 |
| #7 | -7.21% Jun 8, 2021 - Oct 13, 2021 | -17.13% Sep 19, 2024 - Nov 25, 2025 |
| #8 | -6.74% Jul 31, 2024 - Sep 19, 2024 | -14.60% Mar 23, 2010 - Dec 10, 2010 |
| #9 | -6.59% Mar 28, 2024 - Jul 15, 2024 | -12.21% Jan 26, 2018 - Aug 27, 2018 |
| #10 | -6.24% Mar 15, 2021 - Apr 16, 2021 | -10.87% Jan 21, 2026 - Mar 27, 2026 |
| #11 | -5.41% Jan 20, 2021 - Feb 8, 2021 | -9.04% Sep 3, 2021 - Dec 29, 2021 |
| #12 | -5.09% May 7, 2021 - Jun 8, 2021 | -8.14% Apr 2, 2012 - Sep 4, 2012 |
| #13 | -3.85% Feb 24, 2021 - Mar 9, 2021 | -8.00% Jun 8, 2020 - Jul 15, 2020 |
| #14 | -3.46% Apr 27, 2026 - May 19, 2026 | -7.83% Mar 28, 2024 - Aug 23, 2024 |
| #15 | -3.22% Nov 11, 2024 - Nov 25, 2024 | -7.76% Sep 2, 2020 - Oct 12, 2020 |
Correlation
Correlation between OSCV and RSPH is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
OSCV vs RSPH dividend yield comparison.
| Year | OSCV | RSPH |
|---|---|---|
| 2026 | 0.14% | 0.18% |
| 2025 | 1.23% | 0.70% |
| 2024 | 1.29% | 0.71% |
| 2023 | 1.55% | 0.66% |
| 2022 | 1.12% | 0.64% |
| 2021 | 1.06% | 0.50% |
| 2020 | 1.11% | 0.51% |
| 2019 | 1.75% | 0.54% |
| 2018 | 0.25% | 0.53% |
| 2017 | 0.00% | 0.47% |
| 2016 | 0.00% | 0.48% |
| 2015 | 0.00% | 0.49% |
| 2014 | 0.00% | 0.43% |
| 2013 | 0.00% | 0.42% |
| 2012 | 0.00% | 1.60% |
| 2011 | 0.00% | 0.68% |
| 2010 | 0.00% | 0.33% |
| 2009 | 0.00% | 0.37% |
| 2008 | 0.00% | 1.00% |
| 2007 | 0.00% | 0.19% |
| 2006 | 0.00% | 0.06% |
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