Compare · 4 funds side by side · dividends reinvested

IWM, OMFS, VTV and VUG

IWMiShares×OMFSInvesco×VTVVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,585VTV · best of the four

02 / 04

IWM, OMFS, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.9

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%$258M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWM 2000 · OMFS 2017 · VTV 2004 · VUG 2004

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 · $258M$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 VTV

YTD

iSharesIWM

+11.9%

VTVVanguard

+18.5%

+11.9%Year to date+18.5%

−11.1%Worst drop · 1Y−6.4%

18.7%Volatility · 1Y10.7%

1.0%Yield1.9%

$76.6BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IWM, OMFS, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

IWM0.19%$19

OMFS0.39%$39

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

Yields: IWM, OMFS, VTV, VUG

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

OMFS1.31%$131

IWM1.00%$100

VUG0.42%$42

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

OMFS$131 − $39 = $92

IWM$100 − $19 = $81

VUG$42 − $3 = $39

KeptFee

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

Overlap: IWM, OMFS, VTV, VUG

Today

51.1%most shared, IWM and OMFS

IWMOMFSVTVVUG

IWM—51.1%0.0%0.0%

OMFS51.1%—0.0%0.0%

VTV0.0%0.0%—1.9%

VUG0.0%0.0%1.9%—

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

Return vs Bumpiness: 4 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

OMFSWorst drop−9.4%16.9% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VTVIWM

+18.5%Year to date+11.9%

1.9%Yield1.0%

+22.9%Past year+13.0%

0.03%Fee0.19%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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