Compare · 3 funds side by side · dividends reinvested

OMFS, DFAC and IJH

02 / 04

−0.1%

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,443DFAC · best of the three

Story of the three · IncomeMost incomeOMFS · 1.28% · $128 a year on $10k

Story of the three · RiskSmallest drop

OMFS, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+13.9%+15.1%+20.7%+10.5%−8.5%13.1%$87.7B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.1

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.28%+13.6%+16.0%+16.2%+3.5%−9.4%17.1%$266M2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: OMFS 2017 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Russell 2000 Dynamic Multifactor ETF · $266M$11,904

OMFS

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,443

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

OMFS

More Ways to See the Pairs

OMFS vs DFAC: Top 5 Holdings

Today

OMFS

6.6%in top 5

DFAC

in top 519.8%

OMFSStockDFAC

not top 5AAPL5.9%

not top 5MSFT4.7%

not top 5NVDA4.4%

not top 5AMZN2.7%

not top 5META1.9%

Cost, Income and Risk

Fees: OMFS, DFAC, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAC0.21%$21

OMFS0.39%$39

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: OMFS, DFAC, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

DFAC

+13.6%Year to dateJan 1 → Nov 13+13.9%

+16.0%1 yearTotal return+15.1%

+16.2%3 years · per year$10,000 became $15,688 · $17,599+20.7%

+3.5%5 years · per year$10,000 became $11,904 · $16,443+10.5%

0.39%Expense ratio$39 · $21 a year on $10k · lower is better0.21%

1.28%Trailing 12-mo yield$128 · $88 a year on $10k0.88%

−9.4%Worst dropSmaller is better−8.5%

17.1%VolatilityLower is calmer13.1%

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

2–6DFAC wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.7%CTREnot top 5

1.3%FCFSnot top 5

1.2%TRNOnot top 5

1.2%SSREFnot top 5

1.1%EATnot top 5

Held in common7.5%

End-of-day Nov 13, 2026 · share of each fund

OMFS vs DFAC Returns, Every Period

5Y

InvescoOMFS

+3.5%

5 years, per year

DFACDimensional

+10.5%

5 years, per year

OMFSDFACFaded: behind in that period

1–3DFAC wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

OMFS vs IJH

YTD

InvescoOMFS

+13.6%

IJHiShares

+12.7%

+13.6%Year to date+12.7%

−9.4%Worst drop · 1Y−8.8%

17.1%Volatility · 1Y15.8%

1.3%Yield1.2%

$266MAssets$124B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.28%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.28%$128

IJH1.22%$122

DFAC0.88%$88

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

OMFS$128 − $39 = $89

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: OMFS, DFAC, IJH

Today

11.5%most shared, DFAC and IJH

OMFSDFACIJH

OMFS—7.5%7.5%

DFAC7.5%—11.5%

IJH7.5%11.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.0%OMFS, at 17.1% volatility

DFACWorst drop−8.5%13.1% vol

IJHWorst drop−8.8%15.8% vol

OMFSWorst drop−9.4%17.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

OMFSDFAC

+13.6%Year to date+13.9%

1.3%Yield0.9%

+16.0%Past year+15.1%

0.39%Fee0.21%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

Loading…

OMFS, DFAC and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three