OSCV vs DFCA
Comparison between OPUS SMALL CAP VALUE ETF (OSCV, ETF) and DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF (DFCA, ETF).
OSCV vs DFCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OSCV
$682M
DFCA
$678M
Expense Ratio
OSCV
0.79%
Winner
DFCA
0.19%
Max Drawdown
OSCV
42.84%
Winner
DFCA
4.35%
Sharpe Ratio
Winner
OSCV
0.84
DFCA
0.75
5Y Beta
OSCV
0.74
Winner
DFCA
0.02
P/E Ratio
OSCV
19.53
DFCA
N/A
Forward P/E
OSCV
15.98
DFCA
N/A
PEG Ratio
OSCV
0.16
DFCA
N/A
5Y Dividends CAGR
OSCV
13.45%
DFCA
N/A
5Y EPS CAGR
OSCV
15.45%
DFCA
N/A
P/S Ratio
OSCV
2.33
DFCA
N/A
P/B Ratio
OSCV
2.34
DFCA
N/A
OSCV vs DFCA - Historical Returns
Returns include dividend reinvestment.
1M
OSCV
-2.47%
Winner
DFCA
+0.37%
3M
Winner
OSCV
+0.80%
DFCA
-0.01%
6M
Winner
OSCV
+7.76%
DFCA
+1.39%
1Y
Winner
OSCV
+15.40%
DFCA
+4.87%
5Y(CAGR)
OSCV
+5.23%
DFCA
N/A
Max(CAGR)
Winner
OSCV
+7.57%
DFCA
+2.78%
OSCV vs DFCA - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | OSCV | DFCA |
|---|---|---|
| 2026 | +8.38% | +1.02% |
| 2025 | +2.15% | +2.96% |
| 2024 | +11.56% | +1.71% |
| 2023 | +10.47% | +2.59% |
| 2022 | -12.09% | N/A |
| 2021 | +29.75% | N/A |
| 2020 | +5.14% | N/A |
| 2019 | +28.01% | N/A |
| 2018 | -13.52% | N/A |
OSCV vs DFCA Drawdown Comparison
The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.
The maximum drawdown for DFCA was -3.28%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.
The current OSCV drawdown is -2.88%. The current DFCA drawdown is -0.51%.
| Rank | OSCV | DFCA |
|---|---|---|
| #1 | -42.42% Jan 16, 2020 - Dec 8, 2020 | -3.28% Feb 28, 2025 - Sep 8, 2025 |
| #2 | -22.92% Nov 25, 2024 - Feb 6, 2026 | -3.07% Jul 26, 2023 - Nov 29, 2023 |
| #3 | -21.21% Jan 4, 2022 - Mar 4, 2024 | -1.77% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -20.17% Aug 29, 2018 - Sep 11, 2019 | -1.63% Dec 6, 2024 - Feb 28, 2025 |
| #5 | -7.87% Nov 9, 2021 - Jan 4, 2022 | -1.27% Mar 7, 2024 - Jul 5, 2024 |
| #6 | -7.55% Feb 20, 2026 - Apr 17, 2026 | -1.13% Oct 1, 2024 - Nov 27, 2024 |
| #7 | -7.21% Jun 8, 2021 - Oct 13, 2021 | -0.60% Jan 8, 2024 - Jan 31, 2024 |
| #8 | -6.74% Jul 31, 2024 - Sep 19, 2024 | -0.57% Feb 1, 2024 - Mar 5, 2024 |
| #9 | -6.59% Mar 28, 2024 - Jul 15, 2024 | -0.42% Aug 5, 2024 - Sep 4, 2024 |
| #10 | -6.24% Mar 15, 2021 - Apr 16, 2021 | -0.37% Nov 28, 2025 - Dec 19, 2025 |
| #11 | -5.41% Jan 20, 2021 - Feb 8, 2021 | -0.37% Sep 22, 2025 - Oct 13, 2025 |
| #12 | -5.09% May 7, 2021 - Jun 8, 2021 | -0.28% Jul 19, 2024 - Jul 26, 2024 |
| #13 | -3.85% Feb 24, 2021 - Mar 9, 2021 | -0.22% Dec 29, 2023 - Jan 8, 2024 |
| #14 | -3.46% Apr 27, 2026 - May 19, 2026 | -0.22% Nov 11, 2025 - Nov 19, 2025 |
| #15 | -3.22% Nov 11, 2024 - Nov 25, 2024 | -0.20% Oct 24, 2025 - Nov 10, 2025 |
Correlation
Correlation between OSCV and DFCA is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2018 - 2026)
OSCV vs DFCA dividend yield comparison.
| Year | OSCV | DFCA |
|---|---|---|
| 2026 | 0.14% | 0.92% |
| 2025 | 1.23% | 2.86% |
| 2024 | 1.29% | 2.86% |
| 2023 | 1.55% | 1.24% |
| 2022 | 1.12% | 0.00% |
| 2021 | 1.06% | 0.00% |
| 2020 | 1.11% | 0.00% |
| 2019 | 1.75% | 0.00% |
| 2018 | 0.25% | 0.00% |
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