Compare · 2 funds side by side · dividends reinvested

OMFS and DFAC

OMFSInvesco×DFACDimensional×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

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

Story of the two · IncomeMost incomeOMFS · 1.28% · $128 a year on $10k

Story of the two · RiskSmallest drop

OMFS and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$87.7B1.3

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%$266M1.8

Rank among the two1st → 2ndFee, 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: OMFS 2017 · DFAC 2005

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

DFACMeasureOMFS

+13.9%

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: OMFS, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

OMFS0.39%$39

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

Yields: OMFS, DFAC

1Y

1.28%highest, OMFS

FundTrailing yield

Popular Pairs Near These Two

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%

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 OMFS

YTD

DimensionalDFAC

+13.9%

OMFSInvesco

+13.6%

+13.9%Year to date+13.6%

−8.5%Worst drop · 1Y−9.4%

13.1%Volatility · 1Y17.1%

0.9%Yield1.3%

$87.7BAssets$266M

3–1DFAC wins

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

Yield

$10k

OMFS1.28%$128

DFAC0.88%$88

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

Income After Fees on $10,000

1Y

$89most kept, OMFS

OMFS$128 − $39 = $89

DFAC$88 − $21 = $67

KeptFee

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

Overlap: OMFS, DFAC

Today

7.5%most shared, OMFS and DFAC

OMFSDFAC

OMFS—7.5%

DFAC7.5%—

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

Return vs Bumpiness: 2 ETFs

1Y

+16.0%OMFS, at 17.1% volatility

DFACWorst drop−8.5%13.1% 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

OMFSDFAC

+13.6%Year to date+13.9%

1.3%Yield0.9%

+16.0%Past year+15.1%

0.39%Fee0.21%

2–2level

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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OMFS and DFAC

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two