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%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.8

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.1

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%$267M2.1

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

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,766

IWM

OMFS

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

$10,000 five years ago, dividends reinvested · they hold 51.1% in common

IWMMeasureOMFS

+11.9%Year to dateJan 1 → Nov 6+11.7%

+13.0%1 yearTotal return+13.3%

+19.6%3 years · per year$10,000 became $17,100 · $15,756+16.4%

+5.0%5 years · per year$10,000 became $12,766 · $12,647+4.8%

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

1.00%Trailing 12-mo yield$100 · $131 a year on $10k1.31%

−11.1%Worst dropSmaller is better−9.4%

18.7%VolatilityLower is calmer16.9%

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

4–4Level

End-of-day Nov 6, 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 56.8%

IWMStockOMFS

not top 5CTRE1.7%

not top 5FCFS1.4%

0.3%EAT1.2%

not top 5TRNO1.2%

not top 5SSREF1.2%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%RHPnot top 5

Held in common51.1%

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

IWM vs OMFS Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

OMFSInvesco

+4.8%

5 years, per year

IWMOMFSFaded: behind in that period

3–1IWM wins

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

IWM vs OMFS

YTD

iSharesIWM

+11.9%

OMFSInvesco

+11.7%

+11.9%Year to date+11.7%

−11.1%Worst drop · 1Y−9.4%

18.7%Volatility · 1Y16.9%

1.0%Yield1.3%

$76.6BAssets$267M

3–1OMFS wins

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

Yields: IWM, OMFS, IJH

1.31%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.31%$131

IJH1.25%$125

IWM1.00%$100

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

OMFS$131 − $39 = $92

IWM$100 − $19 = $81

KeptFee

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

Overlap: IWM, OMFS, IJH

Today

51.1%most shared, IWM and OMFS

IWMOMFSIJH

IWM—51.1%12.9%

OMFS51.1%—7.7%

IJH12.9%7.7%—

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

Return vs Bumpiness: 3 ETFs

+13.3%OMFS, at 16.9% volatility

IJHWorst drop−8.8%15.5% vol

OMFSWorst drop−9.4%16.9% vol

IWMWorst drop−11.1%18.7% vol

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

Paid More vs Made More

YTD

OMFSIWM

+11.7%Year to date+11.9%

1.3%Yield1.0%

+13.3%Past year+13.0%

0.39%Fee0.19%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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