Compare · 3 funds side by side · dividends reinvested

OVS, DFAS and IWF

OVSOverlay Shares×DFASDimensional×IWFiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · best of the three

Story of the three · IncomeMost incomeOVS · 10.06% · $1,006 a year on $10k

Story of the three · RiskSmallest drop

OVS, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Overlay Shares Small Cap Equity ETFUS Stock Styles · Small cap0.83%10.06%+18.9%+20.5%+18.9%+4.7%−9.9%18.6%$45M1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.01%+15.1%+17.3%+17.2%+6.1%−9.4%16.0%$33.5B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: OVS 2019 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Overlay Shares Small Cap Equity ETF · $45M$12,607

OVS

DFAS

Dimensional - US Small Cap ETF · $33.5B$13,429

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

OVSMeasure

More Ways to See the Pairs

OVS vs DFAS: Top 5 Holdings

Today

OVS

100.0%in top 5

DFAS

in top 51.4%

OVSStockDFAS

100.0%IJRnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

Cost, Income and Risk

Fees: OVS, DFAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

OVS0.83%$83

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: OVS, DFAS, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

DFAS

+18.9%Year to dateJan 1 → Nov 13+15.1%

+20.5%1 yearTotal return+17.3%

+18.9%3 years · per year$10,000 became $16,802 · $16,080+17.2%

+4.7%5 years · per year$10,000 became $12,607 · $13,429+6.1%

0.83%Expense ratio$83 · $30 a year on $10k · lower is better0.30%

10.06%Trailing 12-mo yield$1,006 · $101 a year on $10k1.01%

−9.9%Worst dropSmaller is better−9.4%

18.6%VolatilityLower is calmer16.0%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AIT0.2%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

OVS vs DFAS Returns, Every Period

5Y

Overlay SharesOVS

+4.7%

5 years, per year

DFASDimensional

+6.1%

5 years, per year

OVSDFASFaded: behind in that period

3–1OVS wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

OVS vs DFAS

YTD

Overlay SharesOVS

+18.9%

DFASDimensional

+15.1%

+18.9%Year to date+15.1%

−9.9%Worst drop · 1Y−9.4%

18.6%Volatility · 1Y16.0%

10.1%Yield1.0%

$45.2MAssets$33.5B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

10.06%highest, OVS

FundTrailing yieldYield$10k

OVS10.06%$1,006

DFAS1.01%$101

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$923most kept, OVS

OVS$1,006 − $83 = $923

DFAS$101 − $30 = $71

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: OVS, DFAS, IWF

Today

1.5%most shared, DFAS and IWF

OVSDFASIWF

OVS—0.0%0.0%

DFAS0.0%—1.5%

IWF0.0%1.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.5%OVS, at 18.6% volatility

DFASWorst drop−9.4%16.0% vol

OVSWorst drop−9.9%18.6% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

OVSDFAS

+18.9%Year to date+15.1%

10.1%Yield1.0%

+20.5%Past year+17.3%

0.83%Fee0.30%

3–1OVS wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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OVS, DFAS and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three