Compare · 3 funds side by side · dividends reinvested

OMFS, IWF and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

OMFS, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.0

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.28%+13.7%+16.0%+15.9%+4.1%−9.4%17.1%$264M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: OMFS 2017 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $119B$15,697

IWF

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $264M$12,227

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

IWF

More Ways to See the Pairs

IWF vs OMFS: Top 5 Holdings

Today

IWF

38.2%in top 5

OMFS

in top 56.6%

IWFStockOMFS

12.8%NVDAnot top 5

8.8%AAPLnot top 5

6.1%MSFTnot top 5

5.4%GOOGLnot top 5

5.1%AVGOnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: OMFS, IWF, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

OMFS

−1.5%Year to dateJan 1 → Nov 12+13.7%

−3.0%1 yearTotal return+16.0%

+19.2%3 years · per year$10,000 became $16,957 · $15,553+15.9%

+9.4%5 years · per year$10,000 became $15,697 · $12,227+4.1%

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

0.37%Trailing 12-mo yield$37 · $128 a year on $10k1.28%

−14.6%Worst dropSmaller is better−9.4%

19.6%VolatilityLower is calmer17.1%

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

3–5OMFS wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CTRE1.7%

not top 5FCFS1.3%

not top 5TRNO1.2%

not top 5SSREF1.2%

not top 5EAT1.1%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

IWF vs OMFS Returns, Every Period

5Y

iSharesIWF

+9.4%

5 years, per year

OMFSInvesco

+4.1%

5 years, per year

IWFOMFSFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IWF vs SCHD

YTD

iSharesIWF

−1.5%

SCHDSchwab

+34.2%

−1.5%Year to date+34.2%

−14.6%Worst drop · 1Y−6.9%

19.6%Volatility · 1Y11.7%

0.4%Yield2.9%

$119BAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

OMFS1.28%$128

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

OMFS$128 − $39 = $89

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: OMFS, IWF, SCHD

Today

3.6%most shared, IWF and SCHD

OMFSIWFSCHD

OMFS—0.0%1.2%

IWF0.0%—3.6%

SCHD1.2%3.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

OMFSWorst drop−9.4%17.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDOMFS

+34.2%Year to date+13.7%

2.9%Yield1.3%

+36.8%Past year+16.0%

0.06%Fee0.39%

4–0SCHD wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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OMFS, IWF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three