Compare · 3 funds side by side · dividends reinvested

OMFS, IWF and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

OMFS, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.31%+11.7%+13.3%+16.4%+4.8%−9.4%16.9%$267M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: OMFS 2017 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Russell 2000 Dynamic Multifactor ETF · $267M$12,647

OMFS

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

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

OMFSMeasureIWF

+11.7%Year to dateJan 1 → Nov 6−5.3%

+13.3%1 yearTotal return−6.5%

+16.4%3 years · per year$10,000 became $15,756 · $17,022+19.4%

+4.8%5 years · per year$10,000 became $12,647 · $15,442+9.1%

0.39%Expense ratio$39 · $18 a year on $10k · lower is better0.18%

1.31%Trailing 12-mo yield$131 · $39 a year on $10k0.39%

−9.4%Worst dropSmaller is better−14.6%

16.9%VolatilityLower is calmer19.4%

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

5–3OMFS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OMFS vs IWF: Top 5 Holdings

Today

OMFS

6.8%in top 5

IWF

in top 539.8%

OMFSStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

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

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

OMFS vs IWF Returns, Every Period

InvescoOMFS

+4.8%

5 years, per year

IWFiShares

+9.1%

5 years, per year

OMFSIWFFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: OMFS vs SCHD

YTD

InvescoOMFS

+11.7%

SCHDSchwab

+31.4%

+11.7%Year to date+31.4%

−9.4%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.7%

1.3%Yield3.0%

$267MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OMFS, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

OMFS0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OMFS, IWF, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

OMFS1.31%$131

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

OMFS$131 − $39 = $92

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OMFS, IWF, SCHD

Today

3.7%most shared, IWF and SCHD

OMFSIWFSCHD

OMFS—0.0%1.2%

IWF0.0%—3.7%

SCHD1.2%3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

OMFSWorst drop−9.4%16.9% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDOMFS

+31.4%Year to date+11.7%

3.0%Yield1.3%

+37.0%Past year+13.3%

0.06%Fee0.39%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026