Compare · 3 funds side by side · dividends reinvested

IWM, OMFS and VO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,748VO · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

IWM, OMFS and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B1.4

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.28%+13.6%+16.0%+16.2%+3.5%−9.4%17.1%$266M2.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+13.5%+15.1%+19.1%+4.1%−11.1%18.9%$76.6B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: IWM 2000 · OMFS 2017 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Russell 2000 Dynamic Multifactor ETF · $266M$11,904

OMFS

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,748

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

OMFSMeasure

More Ways to See the Pairs

OMFS vs VO: Top 5 Holdings

Today

OMFS

6.6%in top 5

VO

in top 55.3%

OMFSStockVO

1.7%CTREnot top 5

1.3%FCFSnot top 5

1.2%TRNOnot top 5

1.2%SSREFnot top 5

1.1%EATnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: IWM, OMFS, VO

1Y

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+13.5%

VBVanguard

+14.0%

+13.5%Year to date+14.0%

1.0%Yield1.3%

$76.6BAssets$76.9B

2–0VB wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VO

+13.6%Year to dateJan 1 → Nov 13+14.0%

+16.0%1 yearTotal return+13.7%

+16.2%3 years · per year$10,000 became $15,688 · $16,641+18.5%

+3.5%5 years · per year$10,000 became $11,904 · $13,748+6.6%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

1.28%Trailing 12-mo yield$128 · $135 a year on $10k1.35%

−9.4%Worst dropSmaller is better−8.2%

17.1%VolatilityLower is calmer13.2%

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

1–7VO wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

OMFS vs VO Returns, Every Period

5Y

InvescoOMFS

+3.5%

5 years, per year

VOVanguard

+6.6%

5 years, per year

OMFSVOFaded: behind in that period

1–3VO wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

OMFS vs VO

YTD

InvescoOMFS

+13.6%

VOVanguard

+14.0%

+13.6%Year to date+14.0%

−9.4%Worst drop · 1Y−8.2%

17.1%Volatility · 1Y13.2%

1.3%Yield1.3%

$266MAssets$103B

3–0VO wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

OMFS1.28%$128

IWM0.98%$98

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

OMFS$128 − $39 = $89

IWM$98 − $19 = $79

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IWM, OMFS, VO

Today

50.8%most shared, IWM and OMFS

IWMOMFSVO

IWM—50.8%0.0%

OMFS50.8%—0.0%

VO0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.0%OMFS, at 17.1% volatility

VOWorst drop−8.2%13.2% vol

OMFSWorst drop−9.4%17.1% vol

IWMWorst drop−11.1%18.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VOOMFS

+14.0%Year to date+13.6%

1.3%Yield1.3%

+13.7%Past year+16.0%

0.03%Fee0.39%

2–1VO wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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IWM, OMFS and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three