Screener
OSCV vs DFVX
Opus Small Cap Value Plus ETF vs Dimensional US Large Cap Vector ETF
Key differences
- DFVX costs 0.60% less per year.
- OSCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OSCV | DFVX | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.19% |
| Fund size (AUM) | $682M | $486M |
| Since | 2018 | 2023 |
| Dividend yield | 1.08% | 1.20% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.9% | +28.3% |
| CAGR 3Y | +11.7% | N/A |
| CAGR 5Y | +6.0% | N/A |
| Sharpe 3Y | 0.55 | N/A |
| Volatility 1Y | 13.49% | 10.93% |
| Max drawdown | -42.40% | -16.71% |
Similar to OSCV and DFVX
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