Compare · 3 funds side by side · dividends reinvested

DFAS, OSCV and VO

DFASDimensional×OSCVAptus×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,927DFAS · best of the three

02 / 04

DFAS, OSCV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.7B2.0

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%$620M2.5

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $620M$12,515

OSCV

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

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

OSCVMeasureVO

+10.1%Year to dateJan 1 → Nov 6+10.6%

+10.6%1 yearTotal return+11.6%

+12.2%3 years · per year$10,000 became $14,132 · $16,701+18.6%

+4.6%5 years · per year$10,000 became $12,515 · $13,590+6.3%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

1.14%Trailing 12-mo yield$114 · $139 a year on $10k1.39%

−9.1%Worst dropSmaller is better−8.2%

12.2%VolatilityLower is calmer12.9%

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

1–7VO wins

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

More Ways to See the Pairs

OSCV vs VO: Top 5 Holdings

Today

OSCV

15.2%in top 5

in top 55.3%

OSCVStockVO

3.7%CASH&OTHnot top 5

3.0%THGnot top 5

2.9%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

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

OSCV vs VO Returns, Every Period

AptusOSCV

+4.6%

5 years, per year

VOVanguard

+6.3%

5 years, per year

OSCVVOFaded: behind in that period

0–4VO wins

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

OSCV vs VO

YTD

AptusOSCV

+10.1%

VOVanguard

+10.6%

+10.1%Year to date+10.6%

−9.1%Worst drop · 1Y−8.2%

12.2%Volatility · 1Y12.9%

1.1%Yield1.4%

$620MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: DFAS, OSCV, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAS0.30%$30

OSCV0.79%$79

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

Yields: DFAS, OSCV, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

OSCV1.14%$114

DFAS1.03%$103

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$103 − $30 = $73

OSCV$114 − $79 = $35

KeptFee

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

Overlap: DFAS, OSCV, VO

Today

6.2%most shared, DFAS and OSCV

DFASOSCVVO

DFAS—6.2%0.1%

OSCV6.2%—0.0%

VO0.1%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.9%DFAS, at 15.7% volatility

OSCVWorst drop−9.1%12.2% vol

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.7% vol

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

Paid More vs Made More

YTD

VODFAS

+10.6%Year to date+12.7%

1.4%Yield1.0%

+11.6%Past year+15.9%

0.03%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026