Compare · 3 funds side by side · dividends reinvested

DFAS, OSCV and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,429DFAS · best of the three

Story of the three · IncomeMost incomeIJR · 1.21% · $121 a year on $10k

Story of the three · RiskSmallest drop

DFAS, OSCV and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.2%+17.1%+4.8%−9.7%16.4%$106B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B1.9

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%$631M2.4

Rank among the three1st → 3rdFee, 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: DFAS 1992 · OSCV 2018 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $631M$12,358

OSCV

IJR

iShares Core S&P Small-Cap ETF · $106B$12,645

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

OSCVMeasure

More Ways to See the Pairs

OSCV vs IJR: Top 5 Holdings

Today

OSCV

14.8%in top 5

IJR

in top 52.7%

OSCVStockIJR

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: DFAS, OSCV, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

DFAS0.30%$30

OSCV0.79%$79

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

Yields: DFAS, OSCV, IJR

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

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%

IJR

+12.7%Year to dateJan 1 → Nov 13+18.0%

+12.7%1 yearTotal return+19.2%

+12.5%3 years · per year$10,000 became $14,245 · $16,058+17.1%

+4.3%5 years · per year$10,000 became $12,358 · $12,645+4.8%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

1.11%Trailing 12-mo yield$111 · $121 a year on $10k1.21%

−9.1%Worst dropSmaller is better−9.7%

12.4%VolatilityLower is calmer16.4%

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

2–6IJR wins

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

not top 5VSAT0.6%

not top 5MTCH0.5%

not top 5RHP0.5%

not top 5PAYC0.5%

not top 5TGTX0.5%

Held in common5.3%

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

OSCV vs IJR Returns, Every Period

5Y

AptusOSCV

+4.3%

5 years, per year

IJRiShares

+4.8%

5 years, per year

OSCVIJRFaded: behind in that period

0–4IJR wins

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

OSCV vs IJR

YTD

AptusOSCV

+12.7%

IJRiShares

+18.0%

+12.7%Year to date+18.0%

−9.1%Worst drop · 1Y−9.7%

12.4%Volatility · 1Y16.4%

1.1%Yield1.2%

$631MAssets$106B

2–2level

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

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

OSCV1.11%$111

DFAS1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$101 − $30 = $71

OSCV$111 − $79 = $32

KeptFee

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

Overlap: DFAS, OSCV, IJR

Today

34.5%most shared, DFAS and IJR

DFASOSCVIJR

DFAS—6.3%34.5%

OSCV6.3%—5.3%

IJR34.5%5.3%—

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

Return vs Bumpiness: 3 ETFs

1Y

+19.2%IJR, at 16.4% volatility

OSCVWorst drop−9.1%12.4% vol

DFASWorst drop−9.4%16.0% vol

IJRWorst drop−9.7%16.4% vol

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

Paid More vs Made More

YTD

IJRDFAS

+18.0%Year to date+15.1%

1.2%Yield1.0%

+19.2%Past year+17.3%

0.06%Fee0.30%

4–0IJR wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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DFAS, OSCV and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three