Compare · 3 funds side by side · dividends reinvested

IWM, OMFS and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

IWM, OMFS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.9

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.26%+15.7%+18.1%+18.4%+6.1%−9.4%16.5%$268M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWM 2000 · OMFS 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$13,509

IWM

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $268M$13,435

$10,000 five years ago, dividends reinvested · they hold 51.2% in common

IWMMeasureOMFS

+16.2%Year to dateJan 1 → Nov 4+15.7%

+16.9%1 yearTotal return+18.1%

+21.6%3 years · per year$10,000 became $18,002 · $16,582+18.4%

+6.2%5 years · per year$10,000 became $13,509 · $13,435+6.1%

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

0.96%Trailing 12-mo yield$96 · $126 a year on $10k1.26%

−11.1%Worst dropSmaller is better−9.4%

18.2%VolatilityLower is calmer16.5%

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

4–4Level

End-of-day Nov 4, 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 56.6%

IWMStockOMFS

not top 5CTRE1.6%

not top 5FCFS1.4%

not top 5TRNO1.2%

not top 5EAT1.2%

not top 5MYRG1.2%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

0.3%VSATnot top 5

Held in common51.2%

End-of-day Nov 4, 2026 · share of each fund

IWM vs OMFS Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

OMFSInvesco

+6.1%

5 years, per year

IWMOMFSFaded: behind in that period

3–1IWM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWM vs OMFS

YTD

iSharesIWM

+16.2%

OMFSInvesco

+15.7%

+16.2%Year to date+15.7%

−11.1%Worst drop · 1Y−9.4%

18.2%Volatility · 1Y16.5%

1.0%Yield1.3%

$77.4BAssets$268M

3–1OMFS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, OMFS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

OMFS0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWM, OMFS, VUG

1.26%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.26%$126

IWM0.96%$96

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$87most kept, OMFS

OMFS$126 − $39 = $87

IWM$96 − $19 = $77

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWM, OMFS, VUG

Today

51.2%most shared, IWM and OMFS

IWMOMFSVUG

IWM—51.2%0.0%

OMFS51.2%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.1%OMFS, at 16.5% volatility

OMFSWorst drop−9.4%16.5% vol

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OMFSIWM

+15.7%Year to date+16.2%

1.3%Yield1.0%

+18.1%Past year+16.9%

0.39%Fee0.19%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026