Compare · 3 funds side by side · dividends reinvested

DFAS, OSCV and IWF

DFASDimensional×OSCVAptus×IWFiShares×
$5k$7.5k$10k$12.5k$15k$17.5kLow $7,042 · 2022IWF$15,441DFAS$13,927OSCV$12,515Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three
02 / 04

DFAS, OSCV and IWF, 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%$33.8B1.8
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%$637M2.0
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.3
Rank among the three1st → 3rdFee, 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
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Head to Head

5Y
iShares Russell 1000 Growth ETF · $113B$15,441
IWF
OSCV
Opus Small Cap Value Plus ETF · $637M$12,515

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IWFMeasureOSCV
−5.3%Year to dateJan 1 → Nov 6+10.1%
−6.5%1 yearTotal return+10.6%
+19.4%3 years · per year$10,000 became $17,022 · $14,132+12.2%
+9.1%5 years · per year$10,000 became $15,442 · $12,515+4.6%
0.18%Expense ratio$18 · $79 a year on $10k · lower is better0.79%
0.39%Trailing 12-mo yield$39 · $114 a year on $10k1.14%
−14.6%Worst dropSmaller is better−9.1%
19.4%VolatilityLower is calmer12.2%
IWFOSCV Winner of the row, in its colourEach row: the bigger of the two fills its side
3–5OSCV wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

IWF vs OSCV: Top 5 Holdings

Today
IWF
39.8%in top 5
in top 515.2%
IWFStockOSCV
14.1%NVDAnot top 5
9.0%AAPLnot top 5
6.6%MSFTnot top 5
5.5%GOOGLnot top 5
4.5%AVGOnot top 5
not top 5CASH&OTH3.7%
not top 5THG3.0%
not top 5TXRH2.9%
not top 5EHC2.8%
not top 5ENSG2.7%
Held in common0.0%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

IWF vs OSCV Returns, Every Period

5Y
iSharesIWF
+9.1%
5 years, per year
OSCVAptus
+4.6%
5 years, per year
−10%0%+10%+20%−5.3%+10.1%YTD−6.5%+10.6%1 year+19.4%+12.2%3 yrs · yr+9.1%+4.6%5 yrs · yr
IWFOSCVFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

IWF vs OSCV

YTD
iSharesIWF
−5.3%
OSCVAptus
+10.1%
Jan 1Nov 6−5.3%+10.1%
−5.3%Year to date+10.1%
−14.6%Worst drop · 1Y−9.1%
19.4%Volatility · 1Y12.2%
0.4%Yield1.1%
$113BAssets$637M
4–0OSCV wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: DFAS, OSCV, IWF

Today
0.18%lowest, IWF
FundExpense ratioFee$10k
IWF0.18%$18
DFAS0.30%$30
OSCV0.79%$79
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: DFAS, OSCV, IWF

1Y
1.14%highest, OSCV
FundTrailing yieldYield$10k
OSCV1.14%$114
DFAS1.03%$103
IWF0.39%$39
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$73most kept, DFAS
DFAS$103 − $30 = $73
OSCV$114 − $79 = $35
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: DFAS, OSCV, IWF

Today
6.2%most shared, DFAS and OSCV
DFASOSCVIWF
DFAS—6.2%1.4%
OSCV6.2%—0.0%
IWF1.4%0.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+15.9%DFAS, at 15.7% volatility
−10%0%+10%+20%5%10%15%20%25%Volatility · 1 year → bumpierDFAS +15.9%OSCV +10.6%IWF −6.5%
OSCVWorst drop−9.1%12.2% vol
DFASWorst drop−9.4%15.7% vol
IWFWorst drop−14.6%19.4% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+10.1%+12.7%
+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
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+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
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com