Compare · 3 funds side by side · dividends reinvested

DFAS, OSCV and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,932DFAS · best of the three

02 / 04

DFAS, OSCV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.6

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B1.9

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.10%+13.4%+13.5%+13.8%+5.6%−9.1%11.9%$633M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · OSCV 2018 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

OSCV

Opus Small Cap Value Plus ETF · $633M$12,615

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

DFASMeasureOSCV

+17.0%Year to dateJan 1 → Nov 5+13.4%

+20.4%1 yearTotal return+13.5%

+19.3%3 years · per year$10,000 became $16,976 · $14,747+13.8%

+8.1%5 years · per year$10,000 became $14,758 · $13,154+5.6%

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

1.00%Trailing 12-mo yield$100 · $110 a year on $10k1.10%

−9.4%Worst dropSmaller is better−9.1%

15.3%VolatilityLower is calmer11.9%

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

5–3DFAS wins

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

More Ways to See the Pairs

DFAS vs OSCV: Top 5 Holdings

Today

DFAS

1.4%in top 5

OSCV

in top 514.9%

DFASStockOSCV

not top 5CASH&OTH3.6%

not top 5THG3.0%

not top 5TXRH2.9%

not top 5EHC2.8%

not top 5ENSG2.7%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common6.2%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs OSCV Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

OSCVAptus

+5.6%

5 years, per year

DFASOSCVFaded: behind in that period

4–0DFAS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs IJH

YTD

DimensionalDFAS

+17.0%

IJHiShares

+13.9%

+17.0%Year to date+13.9%

−9.4%Worst drop · 1Y−8.8%

15.3%Volatility · 1Y15.0%

1.0%Yield1.2%

$35.2BAssets$125B

3–1IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, OSCV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

OSCV0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, OSCV, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

OSCV1.10%$110

DFAS1.00%$100

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

OSCV$110 − $79 = $31

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, OSCV, IJH

Today

40.9%most shared, DFAS and IJH

DFASOSCVIJH

DFAS—6.2%40.9%

OSCV6.2%—8.1%

IJH40.9%8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.4%DFAS, at 15.3% volatility

OSCVWorst drop−9.1%11.9% vol

IJHWorst drop−8.8%15.0% vol

DFASWorst drop−9.4%15.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAS

+13.9%Year to date+17.0%

1.2%Yield1.0%

+16.4%Past year+20.4%

0.05%Fee0.30%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026