Compare · 4 funds side by side · dividends reinvested

OSCV, DFAS, IWF and IJR

OSCVAptus×DFASDimensional×IWFiShares×IJRiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,699IWF · best of the four

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

Story of the four · RiskSmallest drop

OSCV, DFAS, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$106B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.7%+19.6%+16.5%+6.9%−9.4%15.9%$33.6B2.3

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+13.1%+14.1%+11.8%+4.9%−9.1%12.4%$636M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: OSCV 2018 · DFAS 1992 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $636M$12,678

OSCV

More Ways to See the Pairs

OSCV vs DFAS: Top 5 Holdings

Today

OSCV

14.7%in top 5

DFAS

in top 51.3%

OSCVStockDFAS

3.5%CASH&OTHnot top 5

2.9%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.6%ENSGnot top 5

Cost, Income and Risk

Fees: OSCV, DFAS, IWF, IJR

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

DFAS0.30%$30

OSCV0.79%$79

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

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VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

DFAS

Dimensional - US Small Cap ETF · $33.6B$13,953

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

OSCVMeasureDFAS

+13.1%Year to dateJan 1 → Nov 10+15.7%

+14.1%1 yearTotal return+19.6%

+11.8%3 years · per year$10,000 became $13,965 · $15,805+16.5%

+4.9%5 years · per year$10,000 became $12,678 · $13,953+6.9%

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%

12.4%VolatilityLower is calmer15.9%

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

3–5DFAS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common6.2%

End-of-day Nov 10, 2026 · share of each fund

OSCV vs DFAS Returns, Every Period

5Y

AptusOSCV

+4.9%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

OSCVDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

OSCV vs IJR

YTD

AptusOSCV

+13.1%

IJRiShares

+18.5%

+13.1%Year to date+18.5%

−9.1%Worst drop · 1Y−9.7%

12.4%Volatility · 1Y16.3%

1.1%Yield1.2%

$636MAssets$106B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: OSCV, DFAS, IWF, IJR

1Y

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

OSCV1.11%$111

DFAS1.01%$101

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$101 − $30 = $71

OSCV$111 − $79 = $32

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: OSCV, DFAS, IWF, IJR

Today

34.5%most shared, DFAS and IJR

OSCVDFASIWFIJR

OSCV—6.2%0.0%5.3%

DFAS6.2%—1.4%34.5%

IWF0.0%1.4%—0.1%

IJR5.3%34.5%0.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+21.3%IJR, at 16.3% volatility

OSCVWorst drop−9.1%12.4% vol

DFASWorst drop−9.4%15.9% vol

IJRWorst drop−9.7%16.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IJRDFAS

+18.5%Year to date+15.7%

1.2%Yield1.0%

+21.3%Past year+19.6%

0.06%Fee0.30%

4–0IJR wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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OSCV, DFAS, IWF and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four