Compare · 4 funds side by side · dividends reinvested

IWM, OMFS, VO and IWF

IWMiShares×OMFSInvesco×VOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

IWM, OMFS, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.9

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$76.6B2.5

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+14.9%+18.9%+16.7%+4.8%−9.4%17.0%$258M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: IWM 2000 · OMFS 2017 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,845

IWM

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $258M$12,638

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

IWMMeasureOMFS

+15.5%Year to dateJan 1 → Nov 9+14.9%

+18.7%1 yearTotal return+18.9%

+19.8%3 years · per year$10,000 became $17,194 · $15,881+16.7%

+5.1%5 years · per year$10,000 became $12,845 · $12,638+4.8%

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

0.97%Trailing 12-mo yield$97 · $127 a year on $10k1.27%

−11.1%Worst dropSmaller is better−9.4%

18.8%VolatilityLower is calmer17.0%

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

4–4Level

End-of-day Nov 9, 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

1.9%in top 5

OMFS

in top 56.8%

IWMStockOMFS

not top 5CTRE1.8%

not top 5FCFS1.4%

not top 5SSREF1.2%

not top 5TRNO1.2%

not top 5EAT1.2%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common51.0%

End-of-day Nov 9, 2026 · share of each fund

IWM vs OMFS Returns, Every Period

iSharesIWM

+5.1%

5 years, per year

OMFSInvesco

+4.8%

5 years, per year

IWMOMFSFaded: behind in that period

3–1IWM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWM vs VO

YTD

iSharesIWM

+15.5%

VOVanguard

+13.6%

+15.5%Year to date+13.6%

−11.1%Worst drop · 1Y−8.2%

18.8%Volatility · 1Y13.1%

1.0%Yield1.4%

$76.6BAssets$103B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, OMFS, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

IWM0.19%$19

OMFS0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWM, OMFS, VO, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

OMFS1.27%$127

IWM0.97%$97

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

OMFS$127 − $39 = $88

IWM$97 − $19 = $78

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWM, OMFS, VO, IWF

Today

51.0%most shared, IWM and OMFS

IWMOMFSVOIWF

IWM—51.0%0.0%0.0%

OMFS51.0%—0.0%0.0%

VO0.0%0.0%—9.2%

IWF0.0%0.0%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+18.9%OMFS, at 17.0% volatility

VOWorst drop−8.2%13.1% vol

OMFSWorst drop−9.4%17.0% vol

IWMWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWM

+13.6%Year to date+15.5%

1.4%Yield1.0%

+15.6%Past year+18.7%

0.03%Fee0.19%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026