Screener
OSCV vs DFAS
Opus Small Cap Value Plus ETF vs Dimensional U.S. Small Cap ETF
Key differences
- DFAS costs 0.53% less per year.
- DFAS is significantly larger than OSCV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, DFAS has delivered higher annualized returns.
- DFAS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OSCV | DFAS | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.26% |
| Fund size (AUM) | $682M | $14.0B |
| Since | 2018 | 1998 |
| Dividend yield | 1.08% | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.9% | +31.2% |
| CAGR 3Y | +11.7% | +16.5% |
| CAGR 5Y | +6.0% | N/A |
| Sharpe 3Y | 0.55 | 0.70 |
| Volatility 1Y | 13.49% | 16.95% |
| Max drawdown | -42.40% | -26.13% |
Similar to OSCV and DFAS
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