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$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 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%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.0

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.28%+13.6%+16.0%+16.2%+3.5%−9.4%17.1%$262M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: OMFS 2017 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Russell 2000 Dynamic Multifactor ETF · $262M$11,904

OMFS

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

OMFS

More Ways to See the Pairs

OMFS vs SCHD: Top 5 Holdings

Today

OMFS

6.6%in top 5

SCHD

in top 521.8%

OMFSStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

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 13, 2026 · fee on $10,000 a year

Yields: OMFS, IWF, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

SCHD

+13.6%Year to dateJan 1 → Nov 13+34.9%

+16.0%1 yearTotal return+37.5%

+16.2%3 years · per year$10,000 became $15,688 · $17,374+20.2%

+3.5%5 years · per year$10,000 became $11,904 · $16,418+10.4%

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

1.28%Trailing 12-mo yield$128 · $292 a year on $10k2.92%

−9.4%Worst dropSmaller is better−6.9%

17.1%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.7%CTREnot top 5

1.3%FCFSnot top 5

1.2%TRNOnot top 5

1.2%SSREFnot top 5

1.1%EATnot top 5

Held in common1.2%

End-of-day Nov 13, 2026 · share of each fund

OMFS vs SCHD Returns, Every Period

5Y

InvescoOMFS

+3.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

OMFSSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: OMFS vs SCHD

YTD

InvescoOMFS

+13.6%

SCHDSchwab

+34.9%

+13.6%Year to date+34.9%

−9.4%Worst drop · 1Y−6.9%

17.1%Volatility · 1Y11.7%

1.3%Yield2.9%

$262MAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

OMFS1.28%$128

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

OMFS$128 − $39 = $89

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%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 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDOMFS

+34.9%Year to date+13.6%

2.9%Yield1.3%

+37.5%Past year+16.0%

0.06%Fee0.39%

4–0SCHD wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 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