Compare · 3 funds side by side · dividends reinvested

IWM, OMFS and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,830IJH · best of the three

02 / 04

IWM, OMFS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$121B1.8

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%$267M1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$75.4B2.4

Rank among the three1st → 3rdFee, 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: IWM 2000 · OMFS 2017 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $75.4B$12,637

IWM

OMFS

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

$10,000 five years ago, dividends reinvested · they hold 51.0% in common

IWMMeasureOMFS

+10.8%Year to dateJan 1 → Nov 5+11.2%

+13.5%1 yearTotal return+14.6%

+19.4%3 years · per year$10,000 became $17,029 · $15,800+16.5%

+4.8%5 years · per year$10,000 became $12,637 · $12,645+4.8%

0.19%Expense ratio$19 · $39 a year on $10k · lower is better0.39%

1.01%Trailing 12-mo yield$101 · $131 a year on $10k1.31%

−11.1%Worst dropSmaller is better−9.4%

18.7%VolatilityLower is calmer17.0%

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

2–5OMFS wins

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

More Ways to See the Pairs

IWM vs OMFS: Top 5 Holdings

Today

IWM

1.8%in top 5

OMFS

in top 56.7%

IWMStockOMFS

not top 5CTRE1.7%

not top 5FCFS1.4%

0.3%EAT1.2%

not top 5TRNO1.2%

not top 5SSREF1.2%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%TWSTnot top 5

Held in common51.0%

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

IWM vs OMFS Returns, Every Period

iSharesIWM

+4.8%

5 years, per year

OMFSInvesco

+4.8%

5 years, per year

IWMOMFSFaded: behind in that period

1–2OMFS wins

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

IWM vs OMFS

YTD

iSharesIWM

+10.8%

OMFSInvesco

+11.2%

+10.8%Year to date+11.2%

−11.1%Worst drop · 1Y−9.4%

18.7%Volatility · 1Y17.0%

1.0%Yield1.3%

$75.4BAssets$267M

4–0OMFS wins

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

Cost, Income and Risk

Fees: IWM, OMFS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWM0.19%$19

OMFS0.39%$39

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

Yields: IWM, OMFS, IJH

1.31%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.31%$131

IJH1.26%$126

IWM1.01%$101

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

OMFS$131 − $39 = $92

IWM$101 − $19 = $82

KeptFee

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

Overlap: IWM, OMFS, IJH

Today

51.0%most shared, IWM and OMFS

IWMOMFSIJH

IWM—51.0%12.8%

OMFS51.0%—7.7%

IJH12.8%7.7%—

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

Return vs Bumpiness: 3 ETFs

+14.6%OMFS, at 17.0% volatility

IJHWorst drop−8.8%15.5% vol

OMFSWorst drop−9.4%17.0% vol

IWMWorst drop−11.1%18.7% vol

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

Paid More vs Made More

YTD

OMFSIWM

+11.2%Year to date+10.8%

1.3%Yield1.0%

+14.6%Past year+13.5%

0.39%Fee0.19%

3–1OMFS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

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