Compare · 4 funds side by side · dividends reinvested

DFAS, OSCV, IWF and VUG

DFASDimensional×OSCVAptus×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

DFAS, OSCV, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.1

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.14%+10.1%+10.6%+12.2%+4.6%−9.1%12.2%$637M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · OSCV 2018 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.8B$13,927

DFAS

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

DFASMeasureIWF

+12.7%Year to dateJan 1 → Nov 6−5.3%

+15.9%1 yearTotal return−6.5%

+17.3%3 years · per year$10,000 became $16,130 · $17,022+19.4%

+6.8%5 years · per year$10,000 became $13,927 · $15,442+9.1%

0.30%Expense ratio$30 · $18 a year on $10k · lower is better0.18%

1.03%Trailing 12-mo yield$103 · $39 a year on $10k0.39%

−9.4%Worst dropSmaller is better−14.6%

15.7%VolatilityLower is calmer19.4%

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

5–3DFAS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs IWF: Top 5 Holdings

Today

DFAS

1.3%in top 5

IWF

in top 539.8%

DFASStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common1.4%

End-of-day Nov 6, 2026 · share of each fund

DFAS vs IWF Returns, Every Period

DimensionalDFAS

+6.8%

5 years, per year

IWFiShares

+9.1%

5 years, per year

DFASIWFFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAS vs OSCV

YTD

DimensionalDFAS

+12.7%

OSCVAptus

+10.1%

+12.7%Year to date+10.1%

−9.4%Worst drop · 1Y−9.1%

15.7%Volatility · 1Y12.2%

1.0%Yield1.1%

$33.8BAssets$637M

3–1OSCV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, OSCV, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAS0.30%$30

OSCV0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, OSCV, IWF, VUG

1.14%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.14%$114

DFAS1.03%$103

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$73most kept, DFAS

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

OSCV$114 − $79 = $35

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAS, OSCV, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFASOSCVIWFVUG

DFAS—6.2%1.4%0.0%

OSCV6.2%—0.0%0.0%

IWF1.4%0.0%—78.0%

VUG0.0%0.0%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+15.9%DFAS, at 15.7% volatility

OSCVWorst drop−9.1%12.2% vol

DFASWorst drop−9.4%15.7% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVDFAS

+10.1%Year to date+12.7%

1.1%Yield1.0%

+10.6%Past year+15.9%

0.79%Fee0.30%

3–1DFAS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026