OSCV vs XCHG

Comparison between OPUS SMALL CAP VALUE ETF (OSCV, ETF) and AB US EQUITY ETF (XCHG, ETF).

OSCV vs XCHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OSCV(ETF)	XCHG(ETF)
Net Assets	$706M	$705M
Expense Ratio	0.79%	0.50%
Max Drawdown	42.84%	9.84%
Sharpe Ratio	0.81	0.91
5Y Beta	0.70	0.92
P/E Ratio	18.72	24.63
Forward P/E	16.37	20.88
PEG Ratio	0.04	0.32
5Y Dividends CAGR	12.76%	N/A
5Y EPS CAGR	11.73%	28.44%
P/S Ratio	2.49	3.70
P/B Ratio	2.41	5.40

Net Assets

Winner

OSCV

$706M

XCHG

$705M

Expense Ratio

OSCV

0.79%

Winner

XCHG

0.50%

Max Drawdown

OSCV

42.84%

Winner

XCHG

9.84%

Sharpe Ratio

OSCV

0.81

Winner

XCHG

0.91

5Y Beta

Winner

OSCV

0.70

XCHG

0.92

P/E Ratio

Winner

OSCV

18.72

XCHG

24.63

Forward P/E

Winner

OSCV

16.37

XCHG

20.88

PEG Ratio

Winner

OSCV

0.04

XCHG

0.32

5Y Dividends CAGR

OSCV

12.76%

XCHG

N/A

5Y EPS CAGR

OSCV

11.73%

Winner

XCHG

28.44%

P/S Ratio

Winner

OSCV

2.49

XCHG

3.70

P/B Ratio

Winner

OSCV

2.41

XCHG

5.40

OSCV vs XCHG - Holdings Comparison

OSCV and XCHG have 10 common holdings. Overlap is 0.27%

OSCV's top 25 holdings weight is 56.70%. XCHG's top 25 holdings weight is 59.64%.

Rank	OSCV	XCHG
#1	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.05%	NVIDIA CORP (NVDA) - 8.07%
#2	THE HANOVER INSURANCE GROUP INC (THG) - 2.92%	MICROSOFT CORP (MSFT) - 6.21%
#3	TEXAS ROADHOUSE INC (TXRH) - 2.79%	APPLE INC (AAPL) - 5.25%
#4	n/a (AHR) - 2.75%	AMAZON.COM INC (AMZN) - 4.88%
#5	A10 NETWORKS INC (ATEN) - 2.61%	ALPHABET INC CLASS C (GOOG) - 3.74%
#6	n/a (VNOM) - 2.56%	BROADCOM INC (AVGO) - 3.05%
#7	PRIMERICA INC (PRI) - 2.42%	VISA INC CLASS A (V) - 2.78%
#8	PRICESMART INC (PSMT) - 2.41%	META PLATFORMS INC CLASS A (META) - 2.66%
#9	ENSIGN GROUP INC (ENSG) - 2.36%	ALPHABET INC CLASS A (GOOGL) - 2.21%
#10	ENTERPRISE FINANCIAL SERVICES CORP (EFSC) - 2.34%	CHARLES SCHWAB CORP (SCHW) - 1.62%
#11	HAWKINS INC (HWKN) - 2.25%	n/a (TSM) - 1.59%
#12	SEACOAST BANKING CORP OF FLORIDA (SBCF) - 2.24%	GE VERNOVA INC (GEV) - 1.50%
#13	STOCK YARDS BANCORP INC (SYBT) - 2.23%	UNITEDHEALTH GROUP INC (UNH) - 1.49%
#14	WINTRUST FINANCIAL CORP (WTFC) - 2.18%	MERCK & CO INC (MRK) - 1.44%
#15	ENCOMPASS HEALTH CORP (EHC) - 2.12%	THERMO FISHER SCIENTIFIC INC (TMO) - 1.44%
#16	CHEMED CORP (CHE) - 2.04%	EATON CORP PLC (ETN) - 1.36%
#17	PATHWARD FINANCIAL INC (CASH) - 2.00%	THE WALT DISNEY CO (DIS) - 1.32%
#18	GERMAN AMERICAN BANCORP INC (GABC) - 1.96%	BANK OF AMERICA CORP (BAC) - 1.29%
#19	KADANT INC (KAI) - 1.90%	WELLS FARGO & CO (WFC) - 1.29%
#20	FLOWSERVE CORP (FLS) - 1.89%	CSX CORP (CSX) - 1.19%
#21	NEW JERSEY RESOURCES CORP (NJR) - 1.80%	APPLIED MATERIALS INC (AMAT) - 1.18%
#22	EASTGROUP PROPERTIES INC (EGP) - 1.79%	EOG RESOURCES INC (EOG) - 1.09%
#23	VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.73%	VANGUARD MSTAR TOTAL STK MKT ETF (VTI) - 1.07%
#24	HOME BANCSHARES INC (HOMB) - 1.70%	ELI LILLY AND CO (LLY) - 1.00%
#25	OWENS-CORNING INC (OC) - 1.66%	RTX CORP (RTX) - 0.92%
Total Holdings	67	582

OSCV vs XCHG - Historical Returns

Returns include dividend reinvestment.

Period	OSCV	XCHG
1 month	-0.61%	+3.10%
3 months	+4.35%	+3.22%
6 months	+3.49%	+9.73%
1 year	+11.61%	N/A
5 years(CAGR)	+6.68%	N/A
10 years(CAGR)	+8.04%	N/A
Max(CAGR)	+8.04%	+15.47%

OSCV

-0.61%

Winner

XCHG

+3.10%

Winner

OSCV

+4.35%

XCHG

+3.22%

OSCV

+3.49%

Winner

XCHG

+9.73%

OSCV

+11.61%

XCHG

N/A

5Y(CAGR)

OSCV

+6.68%

XCHG

N/A

10Y(CAGR)

OSCV

+8.04%

XCHG

N/A

Max(CAGR)

OSCV

+8.04%

Winner

XCHG

+15.47%

OSCV vs XCHG - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	OSCV	XCHG
2026	+14.02%	+10.01%
2025	+2.15%	+0.30%
2024	+11.56%	N/A
2023	+10.47%	N/A
2022	-12.09%	N/A
2021	+29.75%	N/A
2020	+5.14%	N/A
2019	+28.01%	N/A
2018	-13.52%	N/A

OSCV vs XCHG Drawdown Comparison

The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.

The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.

The current OSCV drawdown is -2.22%. The current XCHG drawdown is -1.74%.

Rank	OSCV	XCHG
#1	-42.42% Jan 16, 2020 - Dec 8, 2020	-9.66% Jan 12, 2026 - Apr 15, 2026
#2	-22.92% Nov 25, 2024 - Feb 6, 2026	-3.69% Jun 4, 2026 - Jul 10, 2026
#3	-21.21% Jan 4, 2022 - Mar 4, 2024	-2.72% Jul 15, 2026 - Aug 3, 2026
#4	-20.17% Aug 29, 2018 - Sep 11, 2019	-2.07% Aug 13, 2026 - Aug 20, 2026
#5	-7.87% Nov 9, 2021 - Jan 4, 2022	-1.75% May 14, 2026 - May 28, 2026
#6	-7.55% Feb 20, 2026 - Apr 17, 2026	-1.30% Dec 15, 2025 - Dec 22, 2025
#7	-7.21% Jun 8, 2021 - Oct 13, 2021	-1.14% Dec 24, 2025 - Jan 6, 2026
#8	-6.74% Jul 31, 2024 - Sep 19, 2024	-0.77% Apr 17, 2026 - Apr 22, 2026
#9	-6.59% Mar 28, 2024 - Jul 15, 2024	-0.73% Jun 1, 2026 - Jun 4, 2026
#10	-6.24% Mar 15, 2021 - Apr 16, 2021	-0.65% May 6, 2026 - May 14, 2026
#11	-5.41% Jan 20, 2021 - Feb 8, 2021	-0.62% Jul 10, 2026 - Jul 15, 2026
#12	-5.09% May 7, 2021 - Jun 8, 2021	-0.51% Apr 27, 2026 - Apr 30, 2026
#13	-3.85% Feb 24, 2021 - Mar 9, 2021	-0.49% Aug 7, 2026 - Aug 13, 2026
#14	-3.46% Apr 27, 2026 - Jun 24, 2026	-0.48% May 1, 2026 - May 5, 2026
#15	-3.22% Nov 11, 2024 - Nov 25, 2024	-0.44% Jan 6, 2026 - Jan 9, 2026