DFAS vs OSCV

ADFAS

BOSCV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAS $14,093

Lowest cost0.03%VO · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common6.2%DFAS and OSCV

DFAS

OSCV

Dimensional - US Small Cap ETF · $33.7BOpus Small Cap Value Plus ETF · $622M

+17.7%3 years · per year$16,308 · $14,132+12.2%

+7.1%5 years · per year$14,093 · $12,515+4.6%

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

1.00%12-mo yield$100 · $114 on $10k1.14%

−9.4%Worst dropSmaller wins−9.1%

16.0%VolatilityLower wins12.2%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · OSCV

0.2%EHC2.8%

0.2%RRC1.8%

0.2%WTFC2.1%

0.2%ALSN1.2%

Held in common6.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.5%	+16.6%	+21.5%	+17.7%	+7.1%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$622M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.5%	+16.6%	+21.5%	+17.7%	+7.1%	−9.4%	$33.7B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$622M

End-of-day Nov 9, 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

$14,093

OSCV

Opus Small Cap Value Plus

$12,515

MeasureDFASOSCV

Fee0.30%0.79%

Cost on $10k a year$30$79

Yield1.00%1.14%

5 years, per year+7.1%+4.6%

3 years, per year+17.7%+12.2%

Worst drop · 1Y−9.4%−9.1%

Volatility · 1Y16.0%12.2%

3–3measures won
level

6.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAS, OSCV, VO, VTV

Today

28.5%most shared, VO and VTV

DFASOSCVVOVTV

DFAS—6.2%0.1%0.1%

OSCV6.2%—0.0%0.0%

VO0.1%0.0%—28.5%

VTV0.1%0.0%28.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

DFAS$100 − $30 = $70

OSCV$114 − $79 = $35

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee