DFAS vs OSCV

ADFAS

BOSCV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,565VUG · DFAS $14,093

Lowest cost0.03%VUG · $3 on $10k

Most income1.20%IJR · $120 on $10k

Smallest drop−9.1%OSCV · 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+3.3%	+19.3%	+23.1%	+17.5%	+5.9%	−9.7%	$103.8B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+3.3%	+19.3%	+23.1%	+17.5%	+5.9%	−9.7%	$103.8B
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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

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, VUG, IJR

Today

34.5%most shared, DFAS and IJR

DFASOSCVVUGIJR

DFAS—6.2%0.0%34.5%

OSCV6.2%—0.0%5.2%

VUG0.0%0.0%—0.0%

IJR34.5%5.2%0.0%—

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

OSCV$114 − $79 = $35

KeptFee

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