Compare · 3 funds side by side · dividends reinvested

DFAC, OMFS and VO

DFACDimensional×OMFSInvesco×VOVanguard×

02 / 04

−0.1%

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$17,599DFAC · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

DFAC, OMFS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B1.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.7B1.8

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.28%+13.6%+16.0%+16.2%+3.5%−9.4%17.1%$266M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: DFAC 2005 · OMFS 2017 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.7B$16,443

DFAC

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $266M$11,904

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

DFAC

More Ways to See the Pairs

DFAC vs OMFS: Top 5 Holdings

Today

DFAC

19.8%in top 5

OMFS

in top 56.6%

DFACStockOMFS

5.9%AAPLnot top 5

4.7%MSFTnot top 5

4.4%NVDAnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Cost, Income and Risk

Fees: DFAC, OMFS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

DFAC0.21%$21

OMFS0.39%$39

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFAC, OMFS, VO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

OMFS

+13.9%Year to dateJan 1 → Nov 13+13.6%

+15.1%1 yearTotal return+16.0%

+20.7%3 years · per year$10,000 became $17,599 · $15,688+16.2%

+10.5%5 years · per year$10,000 became $16,443 · $11,904+3.5%

0.21%Expense ratio$21 · $39 a year on $10k · lower is better0.39%

0.88%Trailing 12-mo yield$88 · $128 a year on $10k1.28%

−8.5%Worst dropSmaller is better−9.4%

13.1%VolatilityLower is calmer17.1%

DFACOMFS Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2DFAC wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CTRE1.7%

not top 5FCFS1.3%

not top 5TRNO1.2%

not top 5SSREF1.2%

not top 5EAT1.1%

Held in common7.5%

End-of-day Nov 13, 2026 · share of each fund

DFAC vs OMFS Returns, Every Period

5Y

DimensionalDFAC

+10.5%

5 years, per year

OMFSInvesco

+3.5%

5 years, per year

DFACOMFSFaded: behind in that period

3–1DFAC wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAC vs VO

YTD

DimensionalDFAC

+13.9%

VOVanguard

+14.0%

+13.9%Year to date+14.0%

−8.5%Worst drop · 1Y−8.2%

13.1%Volatility · 1Y13.2%

0.9%Yield1.3%

$87.7BAssets$103B

3–1VO wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

OMFS1.28%$128

DFAC0.88%$88

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

OMFS$128 − $39 = $89

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAC, OMFS, VO

Today

19.8%most shared, DFAC and VO

DFACOMFSVO

DFAC—7.5%19.8%

OMFS7.5%—0.0%

VO19.8%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.0%OMFS, at 17.1% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.2% vol

OMFSWorst drop−9.4%17.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VODFAC

+14.0%Year to date+13.9%

1.3%Yield0.9%

+13.7%Past year+15.1%

0.03%Fee0.21%

3–1VO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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DFAC, OMFS and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three