Compare · 4 funds side by side · dividends reinvested

DFAS, OSCV, IJR and IWF

DFASDimensional×OSCVAptus×IJRiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

DFAS, OSCV, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.3

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.8%+14.3%+12.4%+4.8%−9.1%12.4%$622M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · OSCV 2018 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$14,033

DFAS

OSCV

Opus Small Cap Value Plus ETF · $622M$12,639

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

DFASMeasureOSCV

+16.1%Year to dateJan 1 → Nov 9+12.8%

+20.9%1 yearTotal return+14.3%

+17.5%3 years · per year$10,000 became $16,239 · $14,197+12.4%

+7.0%5 years · per year$10,000 became $14,033 · $12,639+4.8%

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

1.00%Trailing 12-mo yield$100 · $111 a year on $10k1.11%

−9.4%Worst dropSmaller is better−9.1%

15.9%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 9, 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

1.3%in top 5

OSCV

in top 515.1%

DFASStockOSCV

not top 5CASH&OTH3.9%

not top 5THG3.0%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.7%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common6.2%

End-of-day Nov 9, 2026 · share of each fund

DFAS vs OSCV Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

OSCVAptus

+4.8%

5 years, per year

DFASOSCVFaded: behind in that period

4–0DFAS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAS vs IJR

YTD

DimensionalDFAS

+16.1%

IJRiShares

+18.9%

+16.1%Year to date+18.9%

−9.4%Worst drop · 1Y−9.7%

15.9%Volatility · 1Y16.4%

1.0%Yield1.2%

$33.7BAssets$104B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, OSCV, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

DFAS0.30%$30

OSCV0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAS, OSCV, IJR, IWF

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

OSCV1.11%$111

DFAS1.00%$100

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$100 − $30 = $70

OSCV$111 − $79 = $32

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAS, OSCV, IJR, IWF

Today

34.5%most shared, DFAS and IJR

DFASOSCVIJRIWF

DFAS—6.2%34.5%1.4%

OSCV6.2%—5.3%0.0%

IJR34.5%5.3%—0.1%

IWF1.4%0.0%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.8%IJR, at 16.4% volatility

OSCVWorst drop−9.1%12.4% vol

DFASWorst drop−9.4%15.9% vol

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAS

+18.9%Year to date+16.1%

1.2%Yield1.0%

+22.8%Past year+20.9%

0.06%Fee0.30%

4–0IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026