Compare · 3 funds side by side · dividends reinvested

OMFS, IJH and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

OMFS, IJH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.6

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.31%+11.2%+14.6%+16.5%+4.8%−9.4%17.0%$267M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: OMFS 2017 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Russell 2000 Dynamic Multifactor ETF · $267M$12,645

OMFS

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

OMFSMeasureIJH

+11.2%Year to dateJan 1 → Nov 5+9.5%

+14.6%1 yearTotal return+12.9%

+16.5%3 years · per year$10,000 became $15,800 · $15,806+16.5%

+4.8%5 years · per year$10,000 became $12,645 · $13,830+6.7%

0.39%Expense ratio$39 · $5 a year on $10k · lower is better0.05%

1.31%Trailing 12-mo yield$131 · $126 a year on $10k1.26%

−9.4%Worst dropSmaller is better−8.8%

17.0%VolatilityLower is calmer15.5%

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

3–4IJH wins

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

More Ways to See the Pairs

OMFS vs IJH: Top 5 Holdings

Today

OMFS

6.7%in top 5

IJH

in top 53.5%

OMFSStockIJH

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

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common7.7%

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

OMFS vs IJH Returns, Every Period

InvescoOMFS

+4.8%

5 years, per year

IJHiShares

+6.7%

5 years, per year

OMFSIJHFaded: behind in that period

2–1OMFS wins

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

OMFS vs IJH

YTD

InvescoOMFS

+11.2%

IJHiShares

+9.5%

+11.2%Year to date+9.5%

−9.4%Worst drop · 1Y−8.8%

17.0%Volatility · 1Y15.5%

1.3%Yield1.3%

$267MAssets$121B

2–1IJH wins

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

Cost, Income and Risk

Fees: OMFS, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

OMFS0.39%$39

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

Yields: OMFS, IJH, IWF

1.31%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.31%$131

IJH1.26%$126

IWF0.39%$39

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

OMFS$131 − $39 = $92

IWF$39 − $18 = $21

KeptFee

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

Overlap: OMFS, IJH, IWF

Today

7.7%most shared, OMFS and IJH

OMFSIJHIWF

OMFS—7.7%0.0%

IJH7.7%—1.9%

IWF0.0%1.9%—

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

Return vs Bumpiness: 3 ETFs

+14.6%OMFS, at 17.0% volatility

IJHWorst drop−8.8%15.5% vol

OMFSWorst drop−9.4%17.0% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

OMFSIJH

+11.2%Year to date+9.5%

1.3%Yield1.3%

+14.6%Past year+12.9%

0.39%Fee0.05%

2–1OMFS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026