Openbookopenbook
Openbook
OSCV
+1.50 · +3.99%
$38.95 · BATS

Opus Small Cap Value Plus (OSCV) ETF Analysis | Small Blend

APTUS ETFs · USA
AUM:$677.3M
#– of – in Small Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.79% — above average for this category.

What is OSCV?

The fund is an actively managed exchange-traded fund (ETF) that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U. The fund's sub-adviser defines a small-capitalization companies as those that, at the time of investment, fall within the lowest 15% of the total U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
OSCV delivered 15.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.79% is above average. Verify whether the strategy justifies the cost.
Broadly Diversified
Top 10 holdings represent just 25.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$677.3M
Expense Ratio0.79%
Dividend Yield1.17%
Holdings49
Inception DateJul 2018
Domicile–
Distribution–
Index–
ProviderAPTUS ETFs
Beta0.91
CategorySmall Blend
CurrencyUSD
Portfolio Impact

How would OSCV affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

My Portfolio

Sign in to overlay your portfolio on the chart.

Sign in
Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.0%
1Y
+9.3%
3Y
+35.4%
5Y
+33.3%
OpenBook InsightIf you had invested £10,000 in OSCV 5 years ago, it would have grown to £13,329 — a gain of £3,329.

Annual Returns

Calendar year performance

OSCV delivered positive returns in 4 of the last 5 calendar years.
YearOSCV
2026 YTD+12.4%
2025+2.2%
2024+11.6%
2023+10.5%
2022-12.1%
CAGR 4yr+2.6%
4/5 positive yearsAvg return: +4.9%Worst year: -12.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
7.5%
Low
Momentum
-1.3%
30-day change
Support Level
41.78
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
openbook

Stock research for UK and US investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.