Compare · 3 funds side by side · dividends reinvested

OMFS, DFAS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

OMFS, DFAS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B1.5

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+14.9%+18.9%+16.7%+4.8%−9.4%17.0%$258M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: OMFS 2017 · DFAS 1992 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $118B$15,892

IWF

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $258M$12,638

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

IWFMeasureOMFS

−2.5%Year to dateJan 1 → Nov 9+14.9%

−2.2%1 yearTotal return+18.9%

+19.8%3 years · per year$10,000 became $17,207 · $15,881+16.7%

+9.7%5 years · per year$10,000 became $15,892 · $12,638+4.8%

0.18%Expense ratio$18 · $39 a year on $10k · lower is better0.39%

0.38%Trailing 12-mo yield$38 · $127 a year on $10k1.27%

−14.6%Worst dropSmaller is better−9.4%

19.5%VolatilityLower is calmer17.0%

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

3–5OMFS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs OMFS: Top 5 Holdings

Today

IWF

39.7%in top 5

OMFS

in top 56.8%

IWFStockOMFS

14.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5CTRE1.8%

not top 5FCFS1.4%

not top 5SSREF1.2%

not top 5TRNO1.2%

not top 5EAT1.2%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IWF vs OMFS Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

OMFSInvesco

+4.8%

5 years, per year

IWFOMFSFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWF vs OMFS

YTD

iSharesIWF

−2.5%

OMFSInvesco

+14.9%

−2.5%Year to date+14.9%

−14.6%Worst drop · 1Y−9.4%

19.5%Volatility · 1Y17.0%

0.4%Yield1.3%

$118BAssets$258M

4–0OMFS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OMFS, DFAS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAS0.30%$30

OMFS0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: OMFS, DFAS, IWF

1.27%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.27%$127

DFAS1.00%$100

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$88most kept, OMFS

OMFS$127 − $39 = $88

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: OMFS, DFAS, IWF

Today

32.9%most shared, OMFS and DFAS

OMFSDFASIWF

OMFS—32.9%0.0%

DFAS32.9%—1.4%

IWF0.0%1.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.9%DFAS, at 15.9% volatility

DFASWorst drop−9.4%15.9% vol

OMFSWorst drop−9.4%17.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

OMFSDFAS

+14.9%Year to date+16.1%

1.3%Yield1.0%

+18.9%Past year+20.9%

0.39%Fee0.30%

3–1DFAS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026