Compare · 3 funds side by side · dividends reinvested

IWM, OMFS and VO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,590VO · best of the three

02 / 04

IWM, OMFS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

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%$267M2.3

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 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

OMFS

IWM

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

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

OMFSMeasureIWM

+11.7%Year to dateJan 1 → Nov 6+11.9%

+13.3%1 yearTotal return+13.0%

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

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

0.39%Expense ratio$39 · $19 a year on $10k · lower is better0.19%

1.31%Trailing 12-mo yield$131 · $100 a year on $10k1.00%

−9.4%Worst dropSmaller is better−11.1%

16.9%VolatilityLower is calmer18.7%

OMFSIWM 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

OMFS vs IWM: Top 5 Holdings

Today

OMFS

6.8%in top 5

IWM

in top 51.8%

OMFSStockIWM

1.7%CTREnot top 5

1.4%FCFSnot top 5

1.2%EAT0.3%

1.2%TRNOnot top 5

1.2%SSREFnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5RHP0.3%

Held in common51.1%

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

OMFS vs IWM Returns, Every Period

InvescoOMFS

+4.8%

5 years, per year

IWMiShares

+5.0%

5 years, per year

OMFSIWMFaded: behind in that period

1–3IWM wins

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

OMFS vs VO

YTD

InvescoOMFS

+11.7%

VOVanguard

+10.6%

+11.7%Year to date+10.6%

−9.4%Worst drop · 1Y−8.2%

16.9%Volatility · 1Y12.9%

1.3%Yield1.4%

$267MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: IWM, OMFS, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWM0.19%$19

OMFS0.39%$39

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

Yields: IWM, OMFS, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

OMFS1.31%$131

IWM1.00%$100

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

OMFS$131 − $39 = $92

IWM$100 − $19 = $81

KeptFee

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

Overlap: IWM, OMFS, VO

Today

51.1%most shared, IWM and OMFS

IWMOMFSVO

IWM—51.1%0.0%

OMFS51.1%—0.0%

VO0.0%0.0%—

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

VOWorst drop−8.2%12.9% 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

VOIWM

+10.6%Year to date+11.9%

1.4%Yield1.0%

+11.6%Past year+13.0%

0.03%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