Compare · 4 funds side by side · dividends reinvested

OSCV, DFAS, IWF and VO

OSCVAptus×DFASDimensional×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,330IWF · best of the four

02 / 04

OSCV, DFAS, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.4

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%$637M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: OSCV 2018 · DFAS 1992 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $637M$12,615

OSCV

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,932

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

OSCVMeasureDFAS

+10.3%Year to dateJan 1 → Nov 5+12.6%

+11.4%1 yearTotal return+17.3%

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

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

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

1.13%Trailing 12-mo yield$113 · $104 a year on $10k1.04%

−9.1%Worst dropSmaller is better−9.4%

12.2%VolatilityLower is calmer15.8%

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

3–5DFAS wins

End-of-day Nov 5, 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

14.9%in top 5

DFAS

in top 51.4%

OSCVStockDFAS

3.6%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 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common6.2%

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

OSCV vs DFAS Returns, Every Period

AptusOSCV

+4.8%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

OSCVDFASFaded: behind in that period

0–4DFAS wins

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

OSCV vs VO

YTD

AptusOSCV

+10.3%

VOVanguard

+10.7%

+10.3%Year to date+10.7%

−9.1%Worst drop · 1Y−8.2%

12.2%Volatility · 1Y12.9%

1.1%Yield1.4%

$637MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: OSCV, DFAS, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAS0.30%$30

OSCV0.79%$79

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

Yields: OSCV, DFAS, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

OSCV1.13%$113

DFAS1.04%$104

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$104 − $30 = $74

OSCV$113 − $79 = $34

IWF$39 − $18 = $21

KeptFee

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

Overlap: OSCV, DFAS, IWF, VO

Today

9.2%most shared, IWF and VO

OSCVDFASIWFVO

OSCV—6.2%0.0%0.0%

DFAS6.2%—1.4%0.1%

IWF0.0%1.4%—9.2%

VO0.0%0.1%9.2%—

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

Return vs Bumpiness: 4 ETFs

+17.3%DFAS, at 15.8% volatility

OSCVWorst drop−9.1%12.2% vol

VOWorst drop−8.2%12.9% vol

DFASWorst drop−9.4%15.8% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

VODFAS

+10.7%Year to date+12.6%

1.4%Yield1.0%

+12.4%Past year+17.3%

0.03%Fee0.30%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026