Compare · 2 funds side by side · dividends reinvested

OSCV and DFAS

OSCVAptus×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758DFAS · best of the two

02 / 04

OSCV and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.0%+19.1%+7.4%−9.4%15.3%$34.7B1.4

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.6%+13.3%+13.9%+5.1%−9.1%11.9%$636M1.6

Rank among the two1st → 2ndFee, 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: OSCV 2018 · DFAS 1992

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

+12.6%Year to dateJan 1 → Nov 4+15.7%

+13.3%1 yearTotal return+19.0%

+13.9%3 years · per year$10,000 became $14,794 · $16,881+19.1%

+5.1%5 years · per year$10,000 became $12,823 · $14,320+7.4%

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

1.11%Trailing 12-mo yield$111 · $101 a year on $10k1.01%

−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

+5.1%

5 years, per year

DFASDimensional

+7.4%

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

+12.6%

DFASDimensional

+15.7%

+12.6%Year to date+15.7%

−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: OSCV, DFAS

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

OSCV0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OSCV, DFAS

1.11%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.11%$111

DFAS1.01%$101

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

Income After Fees on $10,000

$71most kept, DFAS

DFAS$101 − $30 = $71

OSCV$111 − $79 = $32

KeptFee

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

Overlap: OSCV, DFAS

Today

6.3%most shared, OSCV and DFAS

OSCVDFAS

OSCV—6.3%

DFAS6.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%DFAS, at 15.3% volatility

OSCVWorst drop−9.1%11.9% vol

DFASWorst drop−9.4%15.3% vol

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

Paid More vs Made More

YTD

OSCVDFAS

+12.6%Year to date+15.7%

1.1%Yield1.0%

+13.3%Past year+19.0%

0.79%Fee0.30%

3–1DFAS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026