Compare · 2 funds side by side · dividends reinvested

DFAS and OSCV

DFASDimensional×OSCVAptus×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$15,805DFAS · 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%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$34.7B1.4

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+13.1%+14.1%+11.8%+4.9%−9.1%12.4%$622M1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAS 1992 · OSCV 2018

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $622M$12,678

OSCV

DFAS

Dimensional - US Small Cap ETF · $34.7B$13,953

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

OSCVMeasureDFAS

+13.1%

More Ways to See the Pairs

OSCV vs DFAS: Top 5 Holdings

Today

OSCV

14.7%in top 5

DFAS

in top 51.3%

OSCVStockDFAS

3.5%CASH&OTHnot top 5

2.9%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.6%ENSGnot top 5

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 10, 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

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+15.7%

+14.1%1 yearTotal return+19.6%

+11.8%3 years · per year$10,000 became $13,965 · $15,805+16.5%

+4.9%5 years · per year$10,000 became $12,678 · $13,953+6.9%

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 calmer15.9%

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

3–5DFAS wins

End-of-day Nov 10, 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 5CCK0.2%

not top 5AIT0.2%

Held in common6.2%

End-of-day Nov 10, 2026 · share of each fund

OSCV vs DFAS Returns, Every Period

5Y

AptusOSCV

+4.9%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

OSCVDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

OSCV vs DFAS

YTD

AptusOSCV

+13.1%

DFASDimensional

+15.7%

+13.1%Year to date+15.7%

−9.1%Worst drop · 1Y−9.4%

12.4%Volatility · 1Y15.9%

1.1%Yield1.0%

$622MAssets$34.7B

3–1OSCV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

OSCV1.11%$111

DFAS1.01%$101

End-of-day Nov 10, 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 10, 2026 · yield in dollars minus the fee

Overlap: DFAS, OSCV

Today

6.2%most shared, DFAS and OSCV

DFASOSCV

DFAS—6.2%

OSCV6.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.6%DFAS, at 15.9% volatility

OSCVWorst drop−9.1%12.4% vol

DFASWorst drop−9.4%15.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVDFAS

+13.1%Year to date+15.7%

1.1%Yield1.0%

+14.1%Past year+19.6%

0.79%Fee0.30%

3–1DFAS wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFAS and OSCV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two