DFCA vs OSCV

Comparison between DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF) and OPUS SMALL CAP VALUE ETF (OSCV, ETF).

DFCA vs OSCV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFCA(ETF)	OSCV(ETF)
Net Assets	$703M	$699M
Expense Ratio	0.19%	0.79%
Max Drawdown	4.35%	42.84%
Sharpe Ratio	0.35	1.00
5Y Beta	0.02	0.72
P/E Ratio	N/A	18.98
Forward P/E	N/A	16.06
PEG Ratio	N/A	0.16
5Y Dividends CAGR	N/A	12.76%
5Y EPS CAGR	N/A	14.76%
P/S Ratio	N/A	2.54
P/B Ratio	N/A	2.35

Net Assets

Winner

DFCA

$703M

OSCV

$699M

Expense Ratio

Winner

DFCA

0.19%

OSCV

0.79%

Max Drawdown

Winner

DFCA

4.35%

OSCV

42.84%

Sharpe Ratio

DFCA

0.35

Winner

OSCV

1.00

5Y Beta

Winner

DFCA

0.02

OSCV

0.72

P/E Ratio

DFCA

N/A

OSCV

18.98

Forward P/E

DFCA

N/A

OSCV

16.06

PEG Ratio

DFCA

N/A

OSCV

0.16

5Y Dividends CAGR

DFCA

N/A

OSCV

12.76%

5Y EPS CAGR

DFCA

N/A

OSCV

14.76%

P/S Ratio

DFCA

N/A

OSCV

2.54

P/B Ratio

DFCA

N/A

OSCV

2.35

DFCA vs OSCV - Historical Returns

Returns include dividend reinvestment.

Period	DFCA	OSCV
1 month	-0.34%	+3.10%
3 months	+0.01%	+3.47%
6 months	+0.21%	+7.49%
1 year	+4.36%	+18.25%
5 years(CAGR)	N/A	+7.07%
10 years(CAGR)	N/A	+8.19%
Max(CAGR)	+2.56%	+8.19%

DFCA

-0.34%

Winner

OSCV

+3.10%

DFCA

+0.01%

Winner

OSCV

+3.47%

DFCA

+0.21%

Winner

OSCV

+7.49%

DFCA

+4.36%

Winner

OSCV

+18.25%

5Y(CAGR)

DFCA

N/A

OSCV

+7.07%

10Y(CAGR)

DFCA

N/A

OSCV

+8.19%

Max(CAGR)

DFCA

+2.56%

Winner

OSCV

+8.19%

DFCA vs OSCV - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	DFCA	OSCV
2026	+0.70%	+14.51%
2025	+2.96%	+2.15%
2024	+1.71%	+11.56%
2023	+2.59%	+10.47%
2022	N/A	-12.09%
2021	N/A	+29.75%
2020	N/A	+5.14%
2019	N/A	+28.01%
2018	N/A	-13.52%

DFCA vs OSCV Drawdown Comparison

The maximum drawdown for DFCA was -3.28%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.

The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.

The current DFCA drawdown is -0.82%. The current OSCV drawdown is -0.75%.

Rank	DFCA	OSCV
#1	-3.28% Feb 28, 2025 - Sep 8, 2025	-42.42% Jan 16, 2020 - Dec 8, 2020
#2	-3.07% Jul 26, 2023 - Nov 29, 2023	-22.92% Nov 25, 2024 - Feb 6, 2026
#3	-1.77% Feb 27, 2026 - Mar 27, 2026	-21.21% Jan 4, 2022 - Mar 4, 2024
#4	-1.63% Dec 6, 2024 - Feb 28, 2025	-20.17% Aug 29, 2018 - Sep 11, 2019
#5	-1.27% Mar 7, 2024 - Jul 5, 2024	-7.87% Nov 9, 2021 - Jan 4, 2022
#6	-1.13% Oct 1, 2024 - Nov 27, 2024	-7.55% Feb 20, 2026 - Apr 17, 2026
#7	-0.60% Jan 8, 2024 - Jan 31, 2024	-7.21% Jun 8, 2021 - Oct 13, 2021
#8	-0.57% Feb 1, 2024 - Mar 5, 2024	-6.74% Jul 31, 2024 - Sep 19, 2024
#9	-0.42% Aug 5, 2024 - Sep 4, 2024	-6.59% Mar 28, 2024 - Jul 15, 2024
#10	-0.37% Nov 28, 2025 - Dec 19, 2025	-6.24% Mar 15, 2021 - Apr 16, 2021
#11	-0.37% Sep 22, 2025 - Oct 13, 2025	-5.41% Jan 20, 2021 - Feb 8, 2021
#12	-0.28% Jul 19, 2024 - Jul 26, 2024	-5.09% May 7, 2021 - Jun 8, 2021
#13	-0.22% Dec 29, 2023 - Jan 8, 2024	-3.85% Feb 24, 2021 - Mar 9, 2021
#14	-0.22% Nov 11, 2025 - Nov 19, 2025	-3.46% Apr 27, 2026 - Jun 24, 2026
#15	-0.20% Oct 24, 2025 - Nov 10, 2025	-3.22% Nov 11, 2024 - Nov 25, 2024