AVSC vs OSCV

AVSCAAvantis U.S. Small Cap Equity ETF

OSCVCOpus Small Cap Value Plus ETF

In short

AVSC Avantis's whole-field small cap fund: roughly 1,500 US small companies in one ticker, run by the manager's own rules rather than a published index, at 0.25% a year.

OSCV Small-cap value with a filter. OSCV screens for yield plus growth and momentum rather than scooping up whatever is cheapest, and it has run that way since 2018 inside a peer group dominated by giant large-cap index trackers.

Stated mandate

AVSC The fund seeks long-term capital appreciation and invests primarily in a diversified group of U.S. small-cap companies across market sectors and industries, with at least 80% of assets normally invested in U.S. small-cap equity securities.

OSCV The Fund seeks capital appreciation.

Why people hold it

• AVSC 0.25% a year versus a 0.52% median for active US small-cap funds. Less than half the going rate for a hands-on manager.
• Roughly 1,500 holdings spread across sectors and industries, so one small-cap blowup barely dents the fund.
• One of the strongest all-round implementations in the active US small-cap group on cost, portfolio build and ease of trading.
• Pays quarterly, trades with steady daily volume, and pulled in over a billion dollars since its 2022 launch.

• OSCV The 'Plus' is the point: an advertised yield-plus-growth screen with momentum layered on, so cheapness alone does not get a stock into the portfolio.
• Live since 2018, with a plainly stated prospectus objective (capital appreciation) and a portfolio that stays close to the strategy it advertises.
• Small-cap equity exposure, paid out on a quarterly cadence, in a corner of the market most funds in this factor group barely touch.

Worth knowing

• AVSC Undiluted small-cap equity, kept at least 80% invested in the asset class. It rides the small-cap cycle with deeper swings than a large-cap fund.
• No declared index to check it against. The manager's stock-selection rules are the product, so you are buying a process, not a published benchmark.
• Its sibling AVUV works the value slice of the same universe at the same 0.25%. Own both and you are doubling up on overlapping small-cap names.

• OSCV Active management costs: 0.79% a year, while the index-built names near the top of this peer group charge single-digit basis points (VYM 0.04%, VONV 0.06%).
• Small caps move harder in both directions than the large-cap blend funds it gets measured against, so expect a bumpier ride than the category average.
• Trades at moderate volume rather than mega-fund volume. Limit orders and market hours matter more here than with the household-name index ETFs.

Full AVSC profile⁠

Full OSCV profile⁠