Compare · 2 funds side by side · dividends reinvested

OMFL and SCHD

OMFLInvesco×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

OMFL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

Invesco Russell 1000 Dynamic Multifactor ETFUS Stock Styles · Factor0.29%0.81%+19.0%+21.2%+19.6%+9.7%−7.6%12.6%$4.7B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: OMFL 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Russell 1000 Dynamic Multifactor ETF · $4.7B$15,061

OMFL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

OMFLMeasureSCHD

+19.0%Year to dateJan 1 → Nov 5+35.3%

+21.2%1 yearTotal return+41.6%

+19.6%3 years · per year$10,000 became $17,115 · $17,908+21.4%

+9.7%5 years · per year$10,000 became $15,906 · $16,881+11.0%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

0.81%Trailing 12-mo yield$81 · $291 a year on $10k2.91%

−7.6%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.5%

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

0–8SCHD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OMFL vs SCHD: Top 5 Holdings

Today

OMFL

26.7%in top 5

SCHD

in top 521.7%

OMFLStockSCHD

9.2%AAPLnot top 5

6.9%MSFTnot top 5

not top 5TXN4.7%

4.6%NVDAnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.4%Vnot top 5

2.6%MAnot top 5

Held in common8.9%

End-of-day Nov 5, 2026 · share of each fund

OMFL vs SCHD Returns, Every Period

InvescoOMFL

+9.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

OMFLSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: OMFL vs SCHD

YTD

InvescoOMFL

+19.0%

SCHDSchwab

+35.3%

+19.0%Year to date+35.3%

−7.6%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.5%

0.8%Yield2.9%

$4.7BAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OMFL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

OMFL0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OMFL, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

OMFL0.81%$81

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

OMFL$81 − $29 = $52

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OMFL, SCHD

Today

8.9%most shared, OMFL and SCHD

OMFLSCHD

OMFL—8.9%

SCHD8.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

OMFLWorst drop−7.6%12.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDOMFL

+35.3%Year to date+19.0%

2.9%Yield0.8%

+41.6%Past year+21.2%

0.06%Fee0.29%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026