Compare · 3 funds side by side · dividends reinvested

OMFS, IWF and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeOMFS · 1.28% · $128 a year on $10k

Story of the three · RiskSmallest drop

OMFS, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$266M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.5

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 · VUG 2004

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 · $266M$12,227

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

IWFMeasure

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, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

OMFS0.39%$39

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: OMFS, IWF, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

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

IWF vs OMFS

YTD

iSharesIWF

−1.5%

OMFSInvesco

+13.7%

−1.5%Year to date+13.7%

−14.6%Worst drop · 1Y−9.4%

19.6%Volatility · 1Y17.1%

0.4%Yield1.3%

$119BAssets$266M

4–0OMFS wins

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

1Y

1.28%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.28%$128

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$89most kept, OMFS

OMFS$128 − $39 = $89

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

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

Overlap: OMFS, IWF, VUG

Today

77.8%most shared, IWF and VUG

OMFSIWFVUG

OMFS—0.0%0.0%

IWF0.0%—77.8%

VUG0.0%77.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+16.0%OMFS, at 17.1% volatility

OMFSWorst drop−9.4%17.1% vol

VUGWorst drop−15.1%19.1% 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

OMFSVUG

+13.7%Year to date+4.9%

1.3%Yield0.4%

+16.0%Past year+3.5%

0.39%Fee0.03%

3–1OMFS wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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OMFS, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three