XCHG vs OSCV
Comparison between AB US EQUITY ETF (XCHG, ETF) and OPUS SMALL CAP VALUE ETF (OSCV, ETF).
XCHG vs OSCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XCHG
$705M
Winner
OSCV
$706M
Expense Ratio
Winner
XCHG
0.50%
OSCV
0.79%
Max Drawdown
Winner
XCHG
9.84%
OSCV
42.84%
Sharpe Ratio
Winner
XCHG
0.91
OSCV
0.81
5Y Beta
XCHG
0.92
Winner
OSCV
0.70
P/E Ratio
XCHG
24.63
Winner
OSCV
18.72
Forward P/E
XCHG
20.88
Winner
OSCV
16.37
PEG Ratio
XCHG
0.32
Winner
OSCV
0.04
5Y Dividends CAGR
XCHG
N/A
OSCV
12.76%
5Y EPS CAGR
Winner
XCHG
28.44%
OSCV
11.73%
P/S Ratio
XCHG
3.70
Winner
OSCV
2.49
P/B Ratio
XCHG
5.40
Winner
OSCV
2.41
XCHG vs OSCV - Holdings Comparison
XCHG and OSCV have 10 common holdings. Overlap is 0.27%
XCHG's top 25 holdings weight is 59.64%. OSCV's top 25 holdings weight is 56.70%.
| Rank | XCHG | OSCV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.07% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 4.05% |
| #2 | MICROSOFT CORP (MSFT) - 6.21% | THE HANOVER INSURANCE GROUP INC (THG) - 2.92% |
| #3 | APPLE INC (AAPL) - 5.25% | TEXAS ROADHOUSE INC (TXRH) - 2.79% |
| #4 | AMAZON.COM INC (AMZN) - 4.88% | n/a (AHR) - 2.75% |
| #5 | ALPHABET INC CLASS C (GOOG) - 3.74% | A10 NETWORKS INC (ATEN) - 2.61% |
| #6 | BROADCOM INC (AVGO) - 3.05% | n/a (VNOM) - 2.56% |
| #7 | VISA INC CLASS A (V) - 2.78% | PRIMERICA INC (PRI) - 2.42% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.66% | PRICESMART INC (PSMT) - 2.41% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 2.21% | ENSIGN GROUP INC (ENSG) - 2.36% |
| #10 | CHARLES SCHWAB CORP (SCHW) - 1.62% | ENTERPRISE FINANCIAL SERVICES CORP (EFSC) - 2.34% |
| #11 | n/a (TSM) - 1.59% | HAWKINS INC (HWKN) - 2.25% |
| #12 | GE VERNOVA INC (GEV) - 1.50% | SEACOAST BANKING CORP OF FLORIDA (SBCF) - 2.24% |
| #13 | UNITEDHEALTH GROUP INC (UNH) - 1.49% | STOCK YARDS BANCORP INC (SYBT) - 2.23% |
| #14 | MERCK & CO INC (MRK) - 1.44% | WINTRUST FINANCIAL CORP (WTFC) - 2.18% |
| #15 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.44% | ENCOMPASS HEALTH CORP (EHC) - 2.12% |
| #16 | EATON CORP PLC (ETN) - 1.36% | CHEMED CORP (CHE) - 2.04% |
| #17 | THE WALT DISNEY CO (DIS) - 1.32% | PATHWARD FINANCIAL INC (CASH) - 2.00% |
| #18 | BANK OF AMERICA CORP (BAC) - 1.29% | GERMAN AMERICAN BANCORP INC (GABC) - 1.96% |
| #19 | WELLS FARGO & CO (WFC) - 1.29% | KADANT INC (KAI) - 1.90% |
| #20 | CSX CORP (CSX) - 1.19% | FLOWSERVE CORP (FLS) - 1.89% |
| #21 | APPLIED MATERIALS INC (AMAT) - 1.18% | NEW JERSEY RESOURCES CORP (NJR) - 1.80% |
| #22 | EOG RESOURCES INC (EOG) - 1.09% | EASTGROUP PROPERTIES INC (EGP) - 1.79% |
| #23 | VANGUARD MSTAR TOTAL STK MKT ETF (VTI) - 1.07% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.73% |
| #24 | ELI LILLY AND CO (LLY) - 1.00% | HOME BANCSHARES INC (HOMB) - 1.70% |
| #25 | RTX CORP (RTX) - 0.92% | OWENS-CORNING INC (OC) - 1.66% |
| Total Holdings | 582 | 67 |
XCHG vs OSCV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XCHG
+3.10%
OSCV
-0.61%
3M
XCHG
+3.22%
Winner
OSCV
+4.35%
6M
Winner
XCHG
+9.73%
OSCV
+3.49%
1Y
XCHG
N/A
OSCV
+11.61%
5Y(CAGR)
XCHG
N/A
OSCV
+6.68%
10Y(CAGR)
XCHG
N/A
OSCV
+8.04%
Max(CAGR)
Winner
XCHG
+15.47%
OSCV
+8.04%
XCHG vs OSCV - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | XCHG | OSCV |
|---|---|---|
| 2026 | +10.01% | +14.02% |
| 2025 | +0.30% | +2.15% |
| 2024 | N/A | +11.56% |
| 2023 | N/A | +10.47% |
| 2022 | N/A | -12.09% |
| 2021 | N/A | +29.75% |
| 2020 | N/A | +5.14% |
| 2019 | N/A | +28.01% |
| 2018 | N/A | -13.52% |
XCHG vs OSCV Drawdown Comparison
The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.
The current XCHG drawdown is -1.74%. The current OSCV drawdown is -2.22%.
| Rank | XCHG | OSCV |
|---|---|---|
| #1 | -9.66% Jan 12, 2026 - Apr 15, 2026 | -42.42% Jan 16, 2020 - Dec 8, 2020 |
| #2 | -3.69% Jun 4, 2026 - Jul 10, 2026 | -22.92% Nov 25, 2024 - Feb 6, 2026 |
| #3 | -2.72% Jul 15, 2026 - Aug 3, 2026 | -21.21% Jan 4, 2022 - Mar 4, 2024 |
| #4 | -2.07% Aug 13, 2026 - Aug 20, 2026 | -20.17% Aug 29, 2018 - Sep 11, 2019 |
| #5 | -1.75% May 14, 2026 - May 28, 2026 | -7.87% Nov 9, 2021 - Jan 4, 2022 |
| #6 | -1.30% Dec 15, 2025 - Dec 22, 2025 | -7.55% Feb 20, 2026 - Apr 17, 2026 |
| #7 | -1.14% Dec 24, 2025 - Jan 6, 2026 | -7.21% Jun 8, 2021 - Oct 13, 2021 |
| #8 | -0.77% Apr 17, 2026 - Apr 22, 2026 | -6.74% Jul 31, 2024 - Sep 19, 2024 |
| #9 | -0.73% Jun 1, 2026 - Jun 4, 2026 | -6.59% Mar 28, 2024 - Jul 15, 2024 |
| #10 | -0.65% May 6, 2026 - May 14, 2026 | -6.24% Mar 15, 2021 - Apr 16, 2021 |
| #11 | -0.62% Jul 10, 2026 - Jul 15, 2026 | -5.41% Jan 20, 2021 - Feb 8, 2021 |
| #12 | -0.51% Apr 27, 2026 - Apr 30, 2026 | -5.09% May 7, 2021 - Jun 8, 2021 |
| #13 | -0.49% Aug 7, 2026 - Aug 13, 2026 | -3.85% Feb 24, 2021 - Mar 9, 2021 |
| #14 | -0.48% May 1, 2026 - May 5, 2026 | -3.46% Apr 27, 2026 - Jun 24, 2026 |
| #15 | -0.44% Jan 6, 2026 - Jan 9, 2026 | -3.22% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between XCHG and OSCV is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2018 - 2026)
XCHG vs OSCV dividend yield comparison.
| Year | XCHG | OSCV |
|---|---|---|
| 2026 | 0.31% | 0.41% |
| 2025 | 0.05% | 1.23% |
| 2024 | 0.00% | 1.29% |
| 2023 | 0.00% | 1.55% |
| 2022 | 0.00% | 1.12% |
| 2021 | 0.00% | 1.06% |
| 2020 | 0.00% | 1.11% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 0.25% |
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