Compare · 4 funds side by side · dividends reinvested

IWM, OMFS, VUG and VTV

IWMiShares×OMFSInvesco×VUGVanguard×VTVVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,803VTV · best of the four

Story of the four · IncomeMost incomeVTV · 1.83% · $183 a year on $10k

Story of the four · RiskSmallest drop

IWM, OMFS, VUG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.1

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+14.8%+17.3%+18.5%+4.9%−11.1%18.8%$77.8B2.9

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+14.5%+17.4%+15.6%+4.7%−9.4%17.0%$265M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$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 10, 2026 · returns include dividends · since: IWM 2000 · OMFS 2017 · VUG 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 ETF · $77.8B$12,731

IWM

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IWM vs OMFS: Top 5 Holdings

Today

IWM

1.9%in top 5

OMFS

in top 56.7%

IWMStockOMFS

not top 5CTRE1.7%

not top 5FCFS1.4%

not top 5SSREF1.3%

not top 5TRNO1.2%

not top 5EAT1.2%

Cost, Income and Risk

Fees: IWM, OMFS, VUG, VTV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VTV0.03%$3

IWM0.19%$19

OMFS0.39%$39

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $265M$12,575

$10,000 five years ago, dividends reinvested · they hold 50.8% in common

IWMMeasureOMFS

+14.8%Year to dateJan 1 → Nov 10+14.5%

+17.3%1 yearTotal return+17.4%

+18.5%3 years · per year$10,000 became $16,624 · $15,454+15.6%

+4.9%5 years · per year$10,000 became $12,731 · $12,575+4.7%

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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%GKOSnot top 5

0.4%FROGnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common50.8%

End-of-day Nov 10, 2026 · share of each fund

IWM vs OMFS Returns, Every Period

5Y

iSharesIWM

+4.9%

5 years, per year

OMFSInvesco

+4.7%

5 years, per year

IWMOMFSFaded: behind in that period

3–1IWM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IWM vs VTV

YTD

iSharesIWM

+14.8%

VTVVanguard

+21.0%

+14.8%Year to date+21.0%

−11.1%Worst drop · 1Y−6.4%

18.8%Volatility · 1Y10.8%

1.0%Yield1.8%

$77.8BAssets$184B

4–0VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: IWM, OMFS, VUG, VTV

1Y

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

OMFS1.27%$127

IWM0.97%$97

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

OMFS$127 − $39 = $88

IWM$97 − $19 = $78

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IWM, OMFS, VUG, VTV

Today

50.8%most shared, IWM and OMFS

IWMOMFSVUGVTV

IWM—50.8%0.0%0.0%

OMFS50.8%—0.0%0.0%

VUG0.0%0.0%—1.9%

VTV0.0%0.0%1.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

OMFSWorst drop−9.4%17.0% vol

IWMWorst drop−11.1%18.8% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWM

+21.0%Year to date+14.8%

1.8%Yield1.0%

+24.8%Past year+17.3%

0.03%Fee0.19%

4–0VTV wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

Year to date

+14.8%

1.0%Yield1.2%

$77.8BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

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IWM, OMFS, VUG and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four