Compare · 3 funds side by side · dividends reinvested

OMFS, IJR and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

OMFS, IJR and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.9%+22.7%+19.3%+6.8%−9.7%15.8%$108B1.9

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%$268M2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: OMFS 2017 · IJR 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

OMFS

IJR

iShares Core S&P Small-Cap ETF · $108B$13,920

$10,000 five years ago, dividends reinvested · they hold 37.3% in common

OMFSMeasureIJR

+15.7%Year to dateJan 1 → Nov 4+19.9%

+18.1%1 yearTotal return+22.7%

+18.4%3 years · per year$10,000 became $16,582 · $16,979+19.3%

+6.1%5 years · per year$10,000 became $13,435 · $13,920+6.8%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

1.26%Trailing 12-mo yield$126 · $120 a year on $10k1.20%

−9.4%Worst dropSmaller is better−9.7%

16.5%VolatilityLower is calmer15.8%

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

2–6IJR wins

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 IJR: Top 5 Holdings

Today

OMFS

6.6%in top 5

IJR

in top 52.7%

OMFSStockIJR

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 5VSAT0.6%

not top 5PAYC0.6%

not top 5RHP0.5%

not top 5PTGX0.5%

not top 5MTCH0.5%

Held in common37.3%

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

OMFS vs IJR Returns, Every Period

InvescoOMFS

+6.1%

5 years, per year

IJRiShares

+6.8%

5 years, per year

OMFSIJRFaded: behind in that period

0–4IJR wins

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

OMFS vs IJR

YTD

InvescoOMFS

+15.7%

IJRiShares

+19.9%

+15.7%Year to date+19.9%

−9.4%Worst drop · 1Y−9.7%

16.5%Volatility · 1Y15.8%

1.3%Yield1.2%

$268MAssets$108B

2–2level

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

Cost, Income and Risk

Fees: OMFS, IJR, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJR0.06%$6

OMFS0.39%$39

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

Yields: OMFS, IJR, VOO

1.26%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.26%$126

IJR1.20%$120

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

VOO$105 − $3 = $102

OMFS$126 − $39 = $87

KeptFee

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

Overlap: OMFS, IJR, VOO

Today

37.3%most shared, OMFS and IJR

OMFSIJRVOO

OMFS—37.3%0.0%

IJR37.3%—0.0%

VOO0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.7%IJR, at 15.8% volatility

VOOWorst drop−8.9%12.8% vol

IJRWorst drop−9.7%15.8% vol

OMFSWorst drop−9.4%16.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OMFSIJR

+15.7%Year to date+19.9%

1.3%Yield1.2%

+18.1%Past year+22.7%

0.39%Fee0.06%

3–1IJR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026