DFAS vs OSCV

ADFAS

BOSCV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,758DFAS · IJH $14,620

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common6.3%DFAS and OSCV

DFAS

OSCV

Dimensional - US Small Cap ETF · $35.2BOpus Small Cap Value Plus ETF · $633M

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

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

0.30%Expense ratio$30 · $79 on $10k · lower wins0.79%

1.00%12-mo yield$100 · $110 on $10k1.10%

−9.4%Worst dropSmaller wins−9.1%

15.3%VolatilityLower wins11.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · OSCV

0.3%RRC1.9%

0.2%WTFC2.1%

0.2%EHC2.7%

0.2%ALSN1.2%

Held in common6.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.10%	+0.7%	+13.4%	+13.5%	+13.8%	+5.6%	−9.1%	$633M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.10%	+0.7%	+13.4%	+13.5%	+13.8%	+5.6%	−9.1%	$633M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs OSCV

DFAS

Dimensional - US Small Cap

$14,758

OSCV

Opus Small Cap Value Plus

$13,154

MeasureDFASOSCV

Fee0.30%0.79%

Cost on $10k a year$30$79

Yield1.00%1.10%

5 years, per year+8.1%+5.6%

3 years, per year+19.3%+13.8%

Worst drop · 1Y−9.4%−9.1%

Volatility · 1Y15.3%11.9%

3–3measures won
level

6.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAS, OSCV, IJH

Today

41.1%most shared, DFAS and IJH

DFASOSCVIJH

DFAS—6.3%41.1%

OSCV6.3%—8.1%

IJH41.1%8.1%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

OSCV$110 − $79 = $31

KeptFee

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