Compare · 2 funds side by side · dividends reinvested

IWM and OMFS

IWMiShares×OMFSInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,509IWM · best of the two

02 / 04

IWM and OMFS, 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%$75.8B1.5

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%$268M1.5

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

OMFS

IWM

iShares Russell 2000 ETF · $75.8B$13,509

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

OMFSMeasureIWM

+15.7%Year to dateJan 1 → Nov 4+16.2%

+18.1%1 yearTotal return+16.9%

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

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

0.39%Expense ratio$39 · $19 a year on $10k · lower is better0.19%

1.26%Trailing 12-mo yield$126 · $96 a year on $10k0.96%

−9.4%Worst dropSmaller is better−11.1%

16.5%VolatilityLower is calmer18.2%

OMFSIWM 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

OMFS vs IWM: Top 5 Holdings

Today

OMFS

6.6%in top 5

IWM

in top 51.9%

OMFSStockIWM

1.6%CTREnot top 5

1.4%FCFSnot top 5

1.2%TRNOnot top 5

1.2%EATnot top 5

1.2%MYRGnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common51.2%

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

OMFS vs IWM Returns, Every Period

InvescoOMFS

+6.1%

5 years, per year

IWMiShares

+6.2%

5 years, per year

OMFSIWMFaded: behind in that period

1–3IWM wins

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

OMFS vs IWM

YTD

InvescoOMFS

+15.7%

IWMiShares

+16.2%

+15.7%Year to date+16.2%

−9.4%Worst drop · 1Y−11.1%

16.5%Volatility · 1Y18.2%

1.3%Yield1.0%

$268MAssets$75.8B

3–1OMFS wins

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

Cost, Income and Risk

Fees: IWM, OMFS

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

OMFS0.39%$39

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

Yields: IWM, OMFS

1.26%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.26%$126

IWM0.96%$96

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

KeptFee

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

Overlap: IWM, OMFS

Today

51.2%most shared, IWM and OMFS

IWMOMFS

IWM—51.2%

OMFS51.2%—

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

Return vs Bumpiness: 2 ETFs

+18.1%OMFS, at 16.5% volatility

OMFSWorst drop−9.4%16.5% vol

IWMWorst drop−11.1%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 Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026