Compare · 2 funds side by side · dividends reinvested

DFAS and OSCV

DFASDimensional×OSCVAptus×

Versus in desk

02 / 04

IWD−0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,661DFAS · best of the two

Story of the two · IncomeMost incomeOSCV · 1.11% · $111 a year on $10k

Story of the two · RiskSmallest drop

DFAS and OSCV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.2%+17.7%+16.9%+6.4%−9.4%16.0%$33.5B1.4

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.7%+12.6%+12.1%+4.6%−9.1%12.4%$635M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFAS 1992 · OSCV 2018

Head to Head

Swap sides Versus in desk

Head to Head

3Y

Dimensional - US Small Cap ETF · $33.5B$15,968

DFAS

OSCV

Opus Small Cap Value Plus ETF · $635M$14,086

$10,000 three years ago, dividends reinvested · they hold 6.3% in common

DFASMeasureOSCV

+15.2%

More Ways to See the Pairs

DFAS vs OSCV: Top 5 Holdings

Today

DFAS

1.4%in top 5

OSCV

in top 514.7%

DFASStockOSCV

not top 5CASH&OTH3.6%

not top 5THG2.9%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.7%

Cost, Income and Risk

Fees: DFAS, OSCV

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

OSCV0.79%$79

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAS, OSCV

1Y

1.11%highest, OSCV

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+12.7%

+17.7%1 yearTotal return+12.6%

+16.9%3 years · per year$10,000 became $15,968 · $14,086+12.1%

+6.4%5 years · per year$10,000 became $13,661 · $12,538+4.6%

0.30%Expense ratio$30 · $79 a year on $10k · lower is better0.79%

1.01%Trailing 12-mo yield$101 · $111 a year on $10k1.11%

−9.4%Worst dropSmaller is better−9.1%

16.0%VolatilityLower is calmer12.4%

DFASOSCV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3DFAS wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%AITnot top 5

Held in common6.3%

End-of-day Nov 12, 2026 · share of each fund

DFAS vs OSCV Returns, Every Period

5Y

DimensionalDFAS

+6.4%

5 years, per year

OSCVAptus

+4.6%

5 years, per year

DFASOSCVFaded: behind in that period

4–0DFAS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFAS vs OSCV

YTD

DimensionalDFAS

+15.2%

OSCVAptus

+12.7%

+15.2%Year to date+12.7%

−9.4%Worst drop · 1Y−9.1%

16.0%Volatility · 1Y12.4%

1.0%Yield1.1%

$33.5BAssets$635M

3–1OSCV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

OSCV1.11%$111

DFAS1.01%$101

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$71most kept, DFAS

DFAS$101 − $30 = $71

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAS, OSCV

Today

6.3%most shared, DFAS and OSCV

DFASOSCV

DFAS—6.3%

OSCV6.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.7%DFAS, at 16.0% volatility

OSCVWorst drop−9.1%12.4% vol

DFASWorst drop−9.4%16.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVDFAS

+12.7%Year to date+15.2%

1.1%Yield1.0%

+12.6%Past year+17.7%

0.79%Fee0.30%

3–1DFAS wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

DFAS and OSCV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two