Compare · 3 funds side by side · dividends reinvested

DFAS, OSCV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · 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%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$34.7B1.8

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%$636M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAS 1992 · OSCV 2018 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $636M$13,154

OSCV

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,758

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

OSCVMeasureDFAS

+13.4%Year to dateJan 1 → Nov 4+17.0%

+13.5%1 yearTotal return+20.4%

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

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

0.79%Expense ratio$79 · $30 a year on $10k · lower is better0.30%

1.10%Trailing 12-mo yield$110 · $100 a year on $10k1.00%

−9.1%Worst dropSmaller is better−9.4%

11.9%VolatilityLower is calmer15.3%

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

3–5DFAS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OSCV vs DFAS: Top 5 Holdings

Today

OSCV

14.6%in top 5

DFAS

in top 51.4%

OSCVStockDFAS

3.6%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.7%EHCnot top 5

2.6%ENSGnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common6.3%

End-of-day Nov 4, 2026 · share of each fund

OSCV vs DFAS Returns, Every Period

AptusOSCV

+5.6%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

OSCVDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

OSCV vs DFAS

YTD

AptusOSCV

+13.4%

DFASDimensional

+17.0%

+13.4%Year to date+17.0%

−9.1%Worst drop · 1Y−9.4%

11.9%Volatility · 1Y15.3%

1.1%Yield1.0%

$636MAssets$34.7B

3–1OSCV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

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 4, 2026 · fee on $10,000 a year

Yields: DFAS, OSCV, IWF

1.10%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.10%$110

DFAS1.00%$100

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

OSCV$110 − $79 = $31

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAS, OSCV, IWF

Today

6.3%most shared, DFAS and OSCV

DFASOSCVIWF

DFAS—6.3%1.4%

OSCV6.3%—0.0%

IWF1.4%0.0%—

End-of-day Nov 4, 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

DFASWorst drop−9.4%15.3% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVDFAS

+13.4%Year to date+17.0%

1.1%Yield1.0%

+13.5%Past year+20.4%

0.79%Fee0.30%

3–1DFAS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026