Compare · 3 funds side by side · dividends reinvested

OSCV, DFAS and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

OSCV, DFAS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$35.2B1.8

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%$633M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

OSCV

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

OSCVMeasureVUG

+10.3%Year to dateJan 1 → Nov 5+0.5%

+11.4%1 yearTotal return−0.6%

+12.5%3 years · per year$10,000 became $14,253 · $18,532+22.8%

+4.8%5 years · per year$10,000 became $12,615 · $16,052+9.9%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

1.13%Trailing 12-mo yield$113 · $43 a year on $10k0.43%

−9.1%Worst dropSmaller is better−15.1%

12.2%VolatilityLower is calmer19.0%

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

5–3OSCV 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 VUG: Top 5 Holdings

Today

OSCV

14.9%in top 5

VUG

in top 545.2%

OSCVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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

Held in common0.0%

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

OSCV vs VUG Returns, Every Period

AptusOSCV

+4.8%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

OSCVVUGFaded: behind in that period

2–2Level

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

OSCV vs DFAS

YTD

AptusOSCV

+10.3%

DFASDimensional

+12.6%

+10.3%Year to date+12.6%

−9.1%Worst drop · 1Y−9.4%

12.2%Volatility · 1Y15.8%

1.1%Yield1.0%

$633MAssets$35.2B

3–1OSCV wins

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

Cost, Income and Risk

Fees: OSCV, DFAS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAS0.30%$30

OSCV0.79%$79

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

Yields: OSCV, DFAS, VUG

1.13%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.13%$113

DFAS1.04%$104

VUG0.43%$43

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

Income After Fees on $10,000

$74most kept, DFAS

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

OSCV$113 − $79 = $34

KeptFee

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

Overlap: OSCV, DFAS, VUG

Today

6.2%most shared, OSCV and DFAS

OSCVDFASVUG

OSCV—6.2%0.0%

DFAS6.2%—0.0%

VUG0.0%0.0%—

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

DFASWorst drop−9.4%15.8% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

OSCVDFAS

+10.3%Year to date+12.6%

1.1%Yield1.0%

+11.4%Past year+17.3%

0.79%Fee0.30%

3–1DFAS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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$62.5B

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%

$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