Compare · 3 funds side by side · dividends reinvested

OSCV, DFAS and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,932DFAS · best of the three

02 / 04

OSCV, DFAS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$125B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.9

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.13%+10.3%+11.4%+12.5%+4.8%−9.1%12.2%$633M2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: OSCV 2018 · DFAS 1992 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

OSCV

Opus Small Cap Value Plus ETF · $633M$12,615

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

DFASMeasureOSCV

+12.6%Year to dateJan 1 → Nov 5+10.3%

+17.3%1 yearTotal return+11.4%

+17.5%3 years · per year$10,000 became $16,215 · $14,253+12.5%

+6.9%5 years · per year$10,000 became $13,932 · $12,615+4.8%

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

1.04%Trailing 12-mo yield$104 · $113 a year on $10k1.13%

−9.4%Worst dropSmaller is better−9.1%

15.8%VolatilityLower is calmer12.2%

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

5–3DFAS wins

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

More Ways to See the Pairs

DFAS vs OSCV: Top 5 Holdings

Today

DFAS

1.4%in top 5

OSCV

in top 514.9%

DFASStockOSCV

not top 5CASH&OTH3.6%

not top 5THG3.0%

not top 5TXRH2.9%

not top 5EHC2.8%

not top 5ENSG2.7%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common6.2%

End-of-day Nov 5, 2026 · share of each fund

DFAS vs OSCV Returns, Every Period

DimensionalDFAS

+6.9%

5 years, per year

OSCVAptus

+4.8%

5 years, per year

DFASOSCVFaded: behind in that period

4–0DFAS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFAS vs IJH

YTD

DimensionalDFAS

+12.6%

IJHiShares

+9.5%

+12.6%Year to date+9.5%

−9.4%Worst drop · 1Y−8.8%

15.8%Volatility · 1Y15.5%

1.0%Yield1.3%

$35.2BAssets$125B

3–1IJH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, DFAS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAS0.30%$30

OSCV0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OSCV, DFAS, IJH

1.26%highest, IJH

FundTrailing yieldYield$10k

IJH1.26%$126

OSCV1.13%$113

DFAS1.04%$104

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAS$104 − $30 = $74

OSCV$113 − $79 = $34

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OSCV, DFAS, IJH

Today

40.9%most shared, DFAS and IJH

OSCVDFASIJH

OSCV—6.2%8.1%

DFAS6.2%—40.9%

IJH8.1%40.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.3%DFAS, at 15.8% volatility

OSCVWorst drop−9.1%12.2% vol

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAS

+9.5%Year to date+12.6%

1.3%Yield1.0%

+12.9%Past year+17.3%

0.05%Fee0.30%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026