OSCV vs DFAS

AOSCV

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,330IWF · DFAS $13,932

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common6.2%OSCV and DFAS

OSCV

DFAS

Opus Small Cap Value Plus ETF · $637MDimensional - US Small Cap ETF · $33.8B

+12.5%3 years · per year$14,253 · $16,215+17.5%

+4.8%5 years · per year$12,615 · $13,932+6.9%

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

1.13%12-mo yield$113 · $104 on $10k1.04%

−9.1%Worst dropSmaller wins−9.4%

12.2%VolatilityLower wins15.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsOSCV · DFAS

1.8%RRC0.2%

2.8%EHC0.2%

2.1%WTFC0.2%

1.2%ALSN0.2%

Held in common6.2%

End-of-day Nov 5, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
4	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.13%	−2.7%	+10.3%	+11.4%	+12.5%	+4.8%	−9.1%	$637M

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

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
4	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.13%	−2.7%	+10.3%	+11.4%	+12.5%	+4.8%	−9.1%	$637M

End-of-day Nov 5, 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

$12,615

DFAS

Dimensional - US Small Cap

$13,932

MeasureOSCVDFAS

Fee0.79%0.30%

Cost on $10k a year$79$30

Yield1.13%1.04%

5 years, per year+4.8%+6.9%

3 years, per year+12.5%+17.5%

Worst drop · 1Y−9.1%−9.4%

Volatility · 1Y12.2%15.8%

3–3measures won
level

6.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: OSCV, DFAS, VO, IWF

Today

9.2%most shared, VO and IWF

OSCVDFASVOIWF

OSCV—6.2%0.0%0.0%

DFAS6.2%—0.1%1.4%

VO0.0%0.1%—9.2%

IWF0.0%1.4%9.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

DFAS$104 − $30 = $74

OSCV$113 − $79 = $34

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee