Compare · 4 funds side by side · dividends reinvested

OSCV, DFAS, IJH and VUG

OSCVAptus×DFASDimensional×IJHiShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,557VUG · best of the four

Story of the four · IncomeMost incomeIJH · 1.21% · $121 a year on $10k

Story of the four · RiskSmallest drop

OSCV, DFAS, IJH and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$126B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.7%+19.5%+17.2%+6.7%−9.4%15.9%$33.9B2.4

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.10%+13.5%+13.8%+12.2%+4.7%−9.1%12.4%$635M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: OSCV 2018 · DFAS 1992 · IJH 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Small Cap ETF · $33.9B$13,826

DFAS

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DFAS vs OSCV: Top 5 Holdings

Today

DFAS

1.3%in top 5

OSCV

in top 514.7%

DFASStockOSCV

not top 5CASH&OTH3.5%

not top 5THG3.0%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.6%

Cost, Income and Risk

Fees: OSCV, DFAS, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

DFAS0.30%$30

OSCV0.79%$79

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

OSCV

Opus Small Cap Value Plus ETF · $635M$12,581

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

DFASMeasureOSCV

+16.7%Year to dateJan 1 → Nov 11+13.5%

+19.5%1 yearTotal return+13.8%

+17.2%3 years · per year$10,000 became $16,103 · $14,123+12.2%

+6.7%5 years · per year$10,000 became $13,826 · $12,581+4.7%

0.30%Expense ratio$30 · $79 a year on $10k · lower is better0.79%

1.00%Trailing 12-mo yield$100 · $110 a year on $10k1.10%

−9.4%Worst dropSmaller is better−9.1%

15.9%VolatilityLower is calmer12.4%

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

5–3DFAS wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%MOG-Anot top 5

0.3%AMGnot top 5

0.2%CCKnot top 5

Held in common6.3%

End-of-day Nov 11, 2026 · share of each fund

DFAS vs OSCV Returns, Every Period

5Y

DimensionalDFAS

+6.7%

5 years, per year

OSCVAptus

+4.7%

5 years, per year

DFASOSCVFaded: behind in that period

4–0DFAS wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAS vs IJH

YTD

DimensionalDFAS

+16.7%

IJHiShares

+14.2%

+16.7%Year to date+14.2%

−9.4%Worst drop · 1Y−8.8%

15.9%Volatility · 1Y15.7%

1.0%Yield1.2%

$33.9BAssets$126B

3–1IJH wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: OSCV, DFAS, IJH, VUG

1Y

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

OSCV1.10%$110

DFAS1.00%$100

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

OSCV$110 − $79 = $31

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: OSCV, DFAS, IJH, VUG

Today

40.7%most shared, DFAS and IJH

OSCVDFASIJHVUG

OSCV—6.3%8.1%0.0%

DFAS6.3%—40.7%0.0%

IJH8.1%40.7%—0.0%

VUG0.0%0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+19.5%DFAS, at 15.9% volatility

OSCVWorst drop−9.1%12.4% vol

IJHWorst drop−8.8%15.7% vol

DFASWorst drop−9.4%15.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAS

+14.2%Year to date+16.7%

1.2%Yield1.0%

+15.9%Past year+19.5%

0.05%Fee0.30%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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OSCV, DFAS, IJH and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four