OSCV vs DFAS

AOSCV

BDFAS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · DFAS $14,758

Lowest cost0.03%VUG · $3 on $10k

Most income1.10%OSCV · $110 on $10k

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

Held in common6.3%OSCV and DFAS

OSCV

DFAS

Opus Small Cap Value Plus ETF · $636MDimensional - US Small Cap ETF · $34.7B

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

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

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

1.10%12-mo yield$110 · $100 on $10k1.00%

−9.1%Worst dropSmaller wins−9.4%

11.9%VolatilityLower wins15.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOSCV · DFAS

1.9%RRC0.3%

2.1%WTFC0.2%

2.7%EHC0.2%

1.2%ALSN0.2%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.10%	+0.7%	+13.4%	+13.5%	+13.8%	+5.6%	−9.1%	$636M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B
3	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.10%	+0.7%	+13.4%	+13.5%	+13.8%	+5.6%	−9.1%	$636M

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

OSCV vs DFAS

OSCV

Opus Small Cap Value Plus

$13,154

DFAS

Dimensional - US Small Cap

$14,758

MeasureOSCVDFAS

Fee0.79%0.30%

Cost on $10k a year$79$30

Yield1.10%1.00%

5 years, per year+5.6%+8.1%

3 years, per year+13.8%+19.3%

Worst drop · 1Y−9.1%−9.4%

Volatility · 1Y11.9%15.3%

3–3measures won
level

6.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: OSCV, DFAS, VUG

Today

6.3%most shared, OSCV and DFAS

OSCVDFASVUG

OSCV—6.3%0.0%

DFAS6.3%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$70most kept, DFAS

DFAS$100 − $30 = $70

VUG$40 − $3 = $37

OSCV$110 − $79 = $31

KeptFee

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