IWM vs OSCV
iShares Russell 2000 ETF compared with Opus Small Cap Value Plus ETF on yield, payout growth, payment schedule, cost and risk.
IWM
iShares Russell 2000 ETF
TTM yield · Quarterly
OSCV
Opus Small Cap Value Plus ETF
TTM yield · Quarterly
Quick take
- OSCV yields more today: 1.30% vs 1.09% (forward).
- OSCV has grown its payout faster: 9.5%/yr vs 6.2%/yr over the last 5 years.
- Both pay every quarter.
- Over the last year IWM delivered the higher total return: +15.1% vs +6.2% (price change plus payouts).
- IWM is cheaper to own: 0.19% vs 0.79% expense ratio.
Generated from the latest data on both pages. Not a recommendation.
Side by side
| Metric | IWM | OSCV |
|---|---|---|
| Share price | $275.75 | $40.15 |
| TTM yield | 0.99% | 1.15% |
| Forward yield | 1.09% | 1.30% |
| Annual payout per share | $3.00 | $0.52 |
| Payment frequency | Quarterly | Quarterly |
| Next ex-date | Dec 15, 2026 (est.) | Dec 29, 2026 (est.) |
| Expense ratio | 0.19% | 0.79% |
| 1-year payout growth | +13.4% | +6.7% |
| 5-year payout CAGR | +6.2% | +9.5% |
| Consecutive years of increases | 1 year | 1 year |
| Payout consistency (last 12) | 81/100 | 76/100 |
| 1-year total return | +15.1% | +6.2% |
| 1-year price return | +14.0% | +5.0% |
| Size (market cap / AUM) | 78.0B | 615.4M |
| Years paying | 26.3 | 8.1 |
| Sector / category | Small Blend | Small Blend |
✓ marks the more favourable figure where one exists (higher yield, growth, streak, consistency, return and size; lower cost, payout ratio and risk).
$10,000 invested today
| IWM | OSCV | |
|---|---|---|
| Shares | 36.3 | 249.0 |
| Income per year | $109 | $130 |
| Income per month (avg) | $9 | $11 |
At forward yields, before taxes. Model IWM · Model OSCV
Next payments
| Ex-date | Pay date | Per share | Status |
|---|---|---|---|
| IWM Dec 15, 2026 | Dec 29, 2026 | $0.75 | Est. |
| IWM Mar 16, 2027 | Mar 30, 2027 | $0.75 | Est. |
| IWM Jun 15, 2027 | Jun 29, 2027 | $0.75 | Est. |
| OSCV Dec 29, 2026 | Jan 12, 2027 | $0.13 | Est. |
| OSCV Mar 30, 2027 | Apr 13, 2027 | $0.13 | Est. |
| OSCV Jun 29, 2027 | Jul 13, 2027 | $0.13 | Est. |
Annual payouts per share
IWMOSCV
Regular payments only; the current year is year to date. Per-share amounts are not directly comparable when share prices differ, so read this chart for growth trends.
FAQ
Which has the higher dividend yield, IWM or OSCV?
OSCV currently has the higher trailing yield: IWM yields 0.99% and OSCV yields 1.15%. Yield changes daily with price, so check the live figures above.
How often do IWM and OSCV pay?
IWM pays every quarter and OSCV pays every quarter. IWM's next ex-date is Dec 15, 2026 and OSCV's is Dec 29, 2026.
Which has grown its dividend faster, IWM or OSCV?
OSCV has grown its payout faster: 9.5%/yr vs 6.2%/yr over the last 5 years.
Is IWM or OSCV better for income?
It depends on what you are optimising for. IWM and OSCV differ in yield, growth, payment schedule and risk profile; the table above puts every metric side by side so you can weigh them for your own goals. This page is data, not advice.