Compare · 2 funds side by side · dividends reinvested

OSCV and DFAS

OSCVAptus×DFASDimensional×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$11,732DFAS · best of the two

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

Story of the two · RiskSmallest drop

OSCV and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B1.4

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.7%+12.7%+12.5%+4.3%−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 13, 2026 · returns include dividends · since: OSCV 2018 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $635M$12,358

OSCV

DFAS

Dimensional - US Small Cap ETF · $33.5B$13,429

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

OSCVMeasureDFAS

+12.7%

More Ways to See the Pairs

OSCV vs DFAS: Top 5 Holdings

Today

OSCV

14.8%in top 5

DFAS

in top 51.4%

OSCVStockDFAS

3.6%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

Cost, Income and Risk

Fees: OSCV, DFAS

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

OSCV0.79%$79

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: OSCV, DFAS

1Y

1.11%highest, OSCV

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+15.1%

+12.7%1 yearTotal return+17.3%

+12.5%3 years · per year$10,000 became $14,245 · $16,080+17.2%

+4.3%5 years · per year$10,000 became $12,358 · $13,429+6.1%

0.79%Expense ratio$79 · $30 a year on $10k · lower is better0.30%

1.11%Trailing 12-mo yield$111 · $101 a year on $10k1.01%

−9.1%Worst dropSmaller is better−9.4%

12.4%VolatilityLower is calmer16.0%

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

3–5DFAS wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5AIT0.2%

Held in common6.3%

End-of-day Nov 13, 2026 · share of each fund

OSCV vs DFAS Returns, Every Period

5Y

AptusOSCV

+4.3%

5 years, per year

DFASDimensional

+6.1%

5 years, per year

OSCVDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

OSCV vs DFAS

YTD

AptusOSCV

+12.7%

DFASDimensional

+15.1%

+12.7%Year to date+15.1%

−9.1%Worst drop · 1Y−9.4%

12.4%Volatility · 1Y16.0%

1.1%Yield1.0%

$635MAssets$33.5B

3–1OSCV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

OSCV1.11%$111

DFAS1.01%$101

End-of-day Nov 13, 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 13, 2026 · yield in dollars minus the fee

Overlap: OSCV, DFAS

Today

6.3%most shared, OSCV and DFAS

OSCVDFAS

OSCV—6.3%

DFAS6.3%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.3%DFAS, at 16.0% volatility

OSCVWorst drop−9.1%12.4% vol

DFASWorst drop−9.4%16.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVDFAS

+12.7%Year to date+15.1%

1.1%Yield1.0%

+12.7%Past year+17.3%

0.79%Fee0.30%

3–1DFAS wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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OSCV and DFAS

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two