OSCV vs DFAS

AOSCV

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,033DFAS · IJR $13,254

Lowest cost0.06%IJR · $6 on $10k

Most income1.21%IJR · $121 on $10k

Smallest drop−9.1%OSCV · worst fall in 1Y

Held in common6.2%OSCV and DFAS

OSCV

DFAS

Opus Small Cap Value Plus ETF · $622MDimensional - US Small Cap ETF · $33.7B

+12.4%3 years · per year$14,197 · $16,239+17.5%

+4.8%5 years · per year$12,639 · $14,033+7.0%

0.79%Expense ratio$79 · $30 on $10k · lower wins0.30%

1.11%12-mo yield$111 · $100 on $10k1.00%

−9.1%Worst dropSmaller wins−9.4%

12.4%VolatilityLower wins15.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOSCV · DFAS

2.8%EHC0.2%

1.7%RRC0.2%

2.1%WTFC0.2%

1.2%ALSN0.2%

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 Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.11%	+2.5%	+12.8%	+14.3%	+12.4%	+4.8%	−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 Three

5Y3 funds

#
1	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.11%	+2.5%	+12.8%	+14.3%	+12.4%	+4.8%	−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

OSCV vs DFAS

OSCV

Opus Small Cap Value Plus

$12,639

DFAS

Dimensional - US Small Cap

$14,033

MeasureOSCVDFAS

Fee0.79%0.30%

Cost on $10k a year$79$30

Yield1.11%1.00%

5 years, per year+4.8%+7.0%

3 years, per year+12.4%+17.5%

Worst drop · 1Y−9.1%−9.4%

Volatility · 1Y12.4%15.9%

3–3measures won
level

6.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: OSCV, DFAS, IJR

Today

34.5%most shared, DFAS and IJR

OSCVDFASIJR

OSCV—6.2%5.3%

DFAS6.2%—34.5%

IJR5.3%34.5%—

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

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

DFAS$100 − $30 = $70

OSCV$111 − $79 = $32

KeptFee

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