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$16,124VUG · 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%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B1.9

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%$267M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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 6, 2026 · returns include dividends · since: IWM 2000 · OMFS 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

OMFS

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

OMFSMeasureVUG

+11.7%Year to dateJan 1 → Nov 6+1.4%

+13.3%1 yearTotal return+0.2%

+16.4%3 years · per year$10,000 became $15,756 · $18,415+22.6%

+4.8%5 years · per year$10,000 became $12,647 · $16,124+10.0%

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

1.31%Trailing 12-mo yield$131 · $42 a year on $10k0.42%

−9.4%Worst dropSmaller is better−15.1%

16.9%VolatilityLower is calmer19.0%

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

5–3OMFS wins

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 VUG: Top 5 Holdings

Today

OMFS

6.8%in top 5

VUG

in top 545.2%

OMFSStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.7%CTREnot top 5

1.4%FCFSnot top 5

1.2%EATnot top 5

1.2%TRNOnot top 5

1.2%SSREFnot top 5

Held in common0.0%

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

OMFS vs VUG Returns, Every Period

InvescoOMFS

+4.8%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

OMFSVUGFaded: behind in that period

2–2Level

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

OMFS vs IWM

YTD

InvescoOMFS

+11.7%

IWMiShares

+11.9%

+11.7%Year to date+11.9%

−9.4%Worst drop · 1Y−11.1%

16.9%Volatility · 1Y18.7%

1.3%Yield1.0%

$267MAssets$76.6B

3–1OMFS wins

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

Yields: IWM, OMFS, VUG

1.31%highest, OMFS

FundTrailing yieldYield$10k

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

$92most kept, OMFS

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, VUG

Today

51.1%most shared, IWM and OMFS

IWMOMFSVUG

IWM—51.1%0.0%

OMFS51.1%—0.0%

VUG0.0%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

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

OMFSIWM

+11.7%Year to date+11.9%

1.3%Yield1.0%

+13.3%Past year+13.0%

0.39%Fee0.19%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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