Compare · 2 funds side by side · dividends reinvested

OSCV and DFAS

OSCVAptus×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758DFAS · best of the two

02 / 04

OSCV and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$34.7B1.4

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.10%+13.4%+13.5%+13.8%+5.6%−9.1%11.9%$636M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: OSCV 2018 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,758

DFAS

OSCV

Opus Small Cap Value Plus ETF · $636M$13,154

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

DFASMeasureOSCV

+17.0%Year to dateJan 1 → Nov 4+13.4%

+20.4%1 yearTotal return+13.5%

+19.3%3 years · per year$10,000 became $16,976 · $14,747+13.8%

+8.1%5 years · per year$10,000 became $14,758 · $13,154+5.6%

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%

15.3%VolatilityLower is calmer11.9%

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

5–3DFAS wins

End-of-day Nov 4, 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 514.6%

DFASStockOSCV

not top 5CASH&OTH3.6%

not top 5THG3.0%

not top 5TXRH2.8%

not top 5EHC2.7%

not top 5ENSG2.6%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common6.3%

End-of-day Nov 4, 2026 · share of each fund

DFAS vs OSCV Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

OSCVAptus

+5.6%

5 years, per year

DFASOSCVFaded: behind in that period

4–0DFAS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAS vs OSCV

YTD

DimensionalDFAS

+17.0%

OSCVAptus

+13.4%

+17.0%Year to date+13.4%

−9.4%Worst drop · 1Y−9.1%

15.3%Volatility · 1Y11.9%

1.0%Yield1.1%

$34.7BAssets$636M

3–1OSCV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, DFAS

Today

0.30%lowest, DFAS

FundExpense ratioFee$10k

DFAS0.30%$30

OSCV0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OSCV, DFAS

1.10%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.10%$110

DFAS1.00%$100

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

OSCV$110 − $79 = $31

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OSCV, DFAS

Today

6.3%most shared, OSCV and DFAS

OSCVDFAS

OSCV—6.3%

DFAS6.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.4%DFAS, at 15.3% volatility

OSCVWorst drop−9.1%11.9% vol

DFASWorst drop−9.4%15.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVDFAS

+13.4%Year to date+17.0%

1.1%Yield1.0%

+13.5%Past year+20.4%

0.79%Fee0.30%

3–1DFAS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026