Compare · 4 funds side by side · dividends reinvested

DFAS, OMFS, IJH and VTV

DFASDimensional×OMFSInvesco×IJHiShares×VTVVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,892VTV · best of the four

Story of the four · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the four · RiskSmallest drop

DFAS, OMFS, IJH and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.7%+19.5%+17.2%+6.7%−9.4%15.9%$33.6B2.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$124B2.8

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+15.1%+17.0%+16.1%+4.4%−9.4%17.0%$265M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: DFAS 1992 · OMFS 2017 · IJH 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Russell 2000 Dynamic Multifactor ETF · $265M$12,382

OMFS

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OMFS vs DFAS: Top 5 Holdings

Today

OMFS

6.6%in top 5

DFAS

in top 51.3%

OMFSStockDFAS

1.7%CTREnot top 5

1.3%FCFSnot top 5

1.2%TRNOnot top 5

1.2%SSREFnot top 5

1.1%EATnot top 5

Cost, Income and Risk

Fees: DFAS, OMFS, IJH, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

DFAS0.30%$30

OMFS0.39%$39

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

DFAS

Dimensional - US Small Cap ETF · $33.6B$13,826

$10,000 five years ago, dividends reinvested · they hold 32.8% in common

OMFSMeasureDFAS

+15.1%Year to dateJan 1 → Nov 11+16.7%

+17.0%1 yearTotal return+19.5%

+16.1%3 years · per year$10,000 became $15,665 · $16,103+17.2%

+4.4%5 years · per year$10,000 became $12,382 · $13,826+6.7%

0.39%Expense ratio$39 · $30 a year on $10k · lower is better0.30%

1.27%Trailing 12-mo yield$127 · $100 a year on $10k1.00%

−9.4%Worst dropSmaller is better−9.4%

17.0%VolatilityLower is calmer15.9%

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

1–6DFAS wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5MOG-A0.3%

not top 5AMG0.3%

not top 5CCK0.2%

Held in common32.8%

End-of-day Nov 11, 2026 · share of each fund

OMFS vs DFAS Returns, Every Period

5Y

InvescoOMFS

+4.4%

5 years, per year

DFASDimensional

+6.7%

5 years, per year

OMFSDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

OMFS vs VTV

YTD

InvescoOMFS

+15.1%

VTVVanguard

+22.3%

+15.1%Year to date+22.3%

−9.4%Worst drop · 1Y−6.4%

17.0%Volatility · 1Y10.8%

1.3%Yield1.8%

$265MAssets$184B

4–0VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAS, OMFS, IJH, VTV

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

OMFS1.27%$127

IJH1.21%$121

DFAS1.00%$100

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

IJH$121 − $5 = $116

OMFS$127 − $39 = $88

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAS, OMFS, IJH, VTV

Today

40.7%most shared, DFAS and IJH

DFASOMFSIJHVTV

DFAS—32.8%40.7%0.1%

OMFS32.8%—7.5%0.0%

IJH40.7%7.5%—0.2%

VTV0.1%0.0%0.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IJHWorst drop−8.8%15.7% vol

DFASWorst drop−9.4%15.9% vol

OMFSWorst drop−9.4%17.0% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAS

+22.3%Year to date+16.7%

1.8%Yield1.0%

+25.5%Past year+19.5%

0.03%Fee0.30%

4–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFAS, OMFS, IJH and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four