Compare · 2 funds side by side · dividends reinvested

OMFS and IWM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,645OMFS · best of the two

02 / 04

OMFS and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.31%+11.2%+14.6%+16.5%+4.8%−9.4%17.0%$268M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: OMFS 2017 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Russell 2000 Dynamic Multifactor ETF · $268M$12,645

OMFS

IWM

iShares Russell 2000 ETF · $77.4B$12,637

$10,000 five years ago, dividends reinvested · they hold 51.0% in common

OMFSMeasureIWM

+11.2%Year to dateJan 1 → Nov 5+10.8%

+14.6%1 yearTotal return+13.5%

+16.5%3 years · per year$10,000 became $15,800 · $17,029+19.4%

+4.8%5 years · per year$10,000 became $12,645 · $12,637+4.8%

0.39%Expense ratio$39 · $19 a year on $10k · lower is better0.19%

1.31%Trailing 12-mo yield$131 · $101 a year on $10k1.01%

−9.4%Worst dropSmaller is better−11.1%

17.0%VolatilityLower is calmer18.7%

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

5–2OMFS wins

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

More Ways to See the Pairs

OMFS vs IWM: Top 5 Holdings

Today

OMFS

6.7%in top 5

IWM

in top 51.8%

OMFSStockIWM

1.7%CTREnot top 5

1.4%FCFSnot top 5

1.2%EAT0.3%

1.2%TRNOnot top 5

1.2%SSREFnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5TWST0.3%

Held in common51.0%

End-of-day Nov 5, 2026 · share of each fund

OMFS vs IWM Returns, Every Period

InvescoOMFS

+4.8%

5 years, per year

IWMiShares

+4.8%

5 years, per year

OMFSIWMFaded: behind in that period

2–1OMFS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

OMFS vs IWM

YTD

InvescoOMFS

+11.2%

IWMiShares

+10.8%

+11.2%Year to date+10.8%

−9.4%Worst drop · 1Y−11.1%

17.0%Volatility · 1Y18.7%

1.3%Yield1.0%

$268MAssets$77.4B

4–0OMFS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OMFS, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

OMFS0.39%$39

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OMFS, IWM

1.31%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.31%$131

IWM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, OMFS

OMFS$131 − $39 = $92

IWM$101 − $19 = $82

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OMFS, IWM

Today

51.0%most shared, OMFS and IWM

OMFSIWM

OMFS—51.0%

IWM51.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.6%OMFS, at 17.0% volatility

OMFSWorst drop−9.4%17.0% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

OMFSIWM

+11.2%Year to date+10.8%

1.3%Yield1.0%

+14.6%Past year+13.5%

0.39%Fee0.19%

3–1OMFS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026