Compare · 4 funds side by side · dividends reinvested

DFAS, OMFS, IWF and IJR

DFASDimensional×OMFSInvesco×IWFiShares×IJRiShares×

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, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.1

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.26%+15.7%+18.1%+18.4%+6.1%−9.4%16.5%$268M3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.0

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 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$13,932

DFAS

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $268M$12,645

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

DFASMeasureOMFS

+17.0%Year to dateJan 1 → Nov 5+15.7%

+20.4%1 yearTotal return+18.1%

+19.3%3 years · per year$10,000 became $16,976 · $16,582+18.4%

+8.1%5 years · per year$10,000 became $14,758 · $13,435+6.1%

0.30%Expense ratio$30 · $39 a year on $10k · lower is better0.39%

1.00%Trailing 12-mo yield$100 · $126 a year on $10k1.26%

−9.4%Worst dropSmaller is better−9.4%

15.3%VolatilityLower is calmer16.5%

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

6–1DFAS wins

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

More Ways to See the Pairs

DFAS vs OMFS: Top 5 Holdings

Today

DFAS

1.4%in top 5

OMFS

in top 56.7%

DFASStockOMFS

not top 5CTRE1.7%

not top 5FCFS1.4%

not top 5EAT1.2%

not top 5TRNO1.2%

not top 5SSREF1.2%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%ELANnot top 5

0.2%CCKnot top 5

0.2%AITnot top 5

Held in common33.0%

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

DFAS vs OMFS Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

OMFSInvesco

+6.1%

5 years, per year

DFASOMFSFaded: behind in that period

4–0DFAS wins

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

DFAS vs OMFS

YTD

DimensionalDFAS

+17.0%

OMFSInvesco

+15.7%

+17.0%Year to date+15.7%

−9.4%Worst drop · 1Y−9.4%

15.3%Volatility · 1Y16.5%

1.0%Yield1.3%

$35.2BAssets$268M

2–1DFAS wins

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

Cost, Income and Risk

Fees: DFAS, OMFS, IWF, IJR

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, IWF, IJR

1.26%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.26%$126

IJR1.20%$120

DFAS1.00%$100

IWF0.37%$37

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

OMFS$126 − $39 = $87

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

KeptFee

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

Overlap: DFAS, OMFS, IWF, IJR

Today

37.2%most shared, OMFS and IJR

DFASOMFSIWFIJR

DFAS—33.0%1.4%34.5%

OMFS33.0%—0.0%37.2%

IWF1.4%0.0%—0.1%

IJR34.5%37.2%0.1%—

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

Return vs Bumpiness: 4 ETFs

+22.7%IJR, at 15.8% volatility

DFASWorst drop−9.4%15.3% vol

IJRWorst drop−9.7%15.8% vol

OMFSWorst drop−9.4%16.5% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

OMFSIJR

+15.7%Year to date+19.9%

1.3%Yield1.2%

+18.1%Past year+22.7%

0.39%Fee0.06%

3–1IJR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026