Compare · 4 funds side by side · dividends reinvested

DFAS, OMFS, IJR and IWF

DFASDimensional×OMFSInvesco×IJRiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,330IWF · best of the four

02 / 04

DFAS, OMFS, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B2.0

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.31%+11.2%+14.6%+16.5%+4.8%−9.4%17.0%$267M3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAS 1992 · OMFS 2017 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Russell 2000 Dynamic Multifactor ETF · $267M$12,645

OMFS

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,932

$10,000 five years ago, dividends reinvested · they hold 33.0% in common

OMFSMeasureDFAS

+11.2%Year to dateJan 1 → Nov 5+12.6%

+14.6%1 yearTotal return+17.3%

+16.5%3 years · per year$10,000 became $15,800 · $16,215+17.5%

+4.8%5 years · per year$10,000 became $12,645 · $13,932+6.9%

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

1.31%Trailing 12-mo yield$131 · $104 a year on $10k1.04%

−9.4%Worst dropSmaller is better−9.4%

17.0%VolatilityLower is calmer15.8%

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

1–6DFAS wins

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

More Ways to See the Pairs

OMFS vs DFAS: Top 5 Holdings

Today

OMFS

6.7%in top 5

DFAS

in top 51.4%

OMFSStockDFAS

1.7%CTREnot top 5

1.4%FCFSnot top 5

1.2%EATnot top 5

1.2%TRNOnot top 5

1.2%SSREFnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common33.0%

End-of-day Nov 5, 2026 · share of each fund

OMFS vs DFAS Returns, Every Period

InvescoOMFS

+4.8%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

OMFSDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

OMFS vs IJR

YTD

InvescoOMFS

+11.2%

IJRiShares

+15.4%

+11.2%Year to date+15.4%

−9.4%Worst drop · 1Y−9.7%

17.0%Volatility · 1Y16.3%

1.3%Yield1.2%

$267MAssets$104B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, OMFS, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

DFAS0.30%$30

OMFS0.39%$39

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAS, OMFS, IJR, IWF

1.31%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.31%$131

IJR1.24%$124

DFAS1.04%$104

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

OMFS$131 − $39 = $92

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAS, OMFS, IJR, IWF

Today

37.2%most shared, OMFS and IJR

DFASOMFSIJRIWF

DFAS—33.0%34.5%1.4%

OMFS33.0%—37.2%0.0%

IJR34.5%37.2%—0.1%

IWF1.4%0.0%0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+19.4%IJR, at 16.3% volatility

DFASWorst drop−9.4%15.8% vol

IJRWorst drop−9.7%16.3% vol

OMFSWorst drop−9.4%17.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

OMFSIJR

+11.2%Year to date+15.4%

1.3%Yield1.2%

+14.6%Past year+19.4%

0.39%Fee0.06%

3–1IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026