Compare · 4 funds side by side · dividends reinvested

DFAS, OMFS, VUG and IJH

DFASDimensional×OMFSInvesco×VUGVanguard×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

DFAS, OMFS, VUG and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B2.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.3

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.31%+11.7%+13.3%+16.4%+4.8%−9.4%16.9%$267M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAS 1992 · OMFS 2017 · VUG 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Russell 2000 Dynamic Multifactor ETF · $267M$12,647

OMFS

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,927

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

OMFSMeasureDFAS

+11.7%Year to dateJan 1 → Nov 6+12.7%

+13.3%1 yearTotal return+15.9%

+16.4%3 years · per year$10,000 became $15,756 · $16,130+17.3%

+4.8%5 years · per year$10,000 became $12,647 · $13,927+6.8%

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

1.31%Trailing 12-mo yield$131 · $103 a year on $10k1.03%

−9.4%Worst dropSmaller is better−9.4%

16.9%VolatilityLower is calmer15.7%

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

1–6DFAS wins

End-of-day Nov 6, 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

6.8%in top 5

DFAS

in top 51.3%

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 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common33.0%

End-of-day Nov 6, 2026 · share of each fund

OMFS vs DFAS Returns, Every Period

InvescoOMFS

+4.8%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

OMFSDFASFaded: behind in that period

0–4DFAS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

OMFS vs IJH

YTD

InvescoOMFS

+11.7%

IJHiShares

+9.5%

+11.7%Year to date+9.5%

−9.4%Worst drop · 1Y−8.8%

16.9%Volatility · 1Y15.5%

1.3%Yield1.3%

$267MAssets$121B

2–1IJH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, OMFS, VUG, IJH

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

DFAS0.30%$30

OMFS0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAS, OMFS, VUG, IJH

1.31%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.31%$131

IJH1.26%$126

DFAS1.03%$103

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

OMFS$131 − $39 = $92

DFAS$103 − $30 = $73

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAS, OMFS, VUG, IJH

Today

40.7%most shared, DFAS and IJH

DFASOMFSVUGIJH

DFAS—33.0%0.0%40.7%

OMFS33.0%—0.0%7.7%

VUG0.0%0.0%—0.0%

IJH40.7%7.7%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+15.9%DFAS, at 15.7% volatility

IJHWorst drop−8.8%15.5% vol

DFASWorst drop−9.4%15.7% vol

OMFSWorst drop−9.4%16.9% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

OMFSDFAS

+11.7%Year to date+12.7%

1.3%Yield1.0%

+13.3%Past year+15.9%

0.39%Fee0.30%

3–1DFAS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026