Compare · 4 funds side by side · dividends reinvested

OMFS, VO, DFAC and IWF

OMFSInvesco×VOVanguard×DFACDimensional×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,748DFAC · best of the four

Story of the four · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the four · RiskSmallest drop

OMFS, VO, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B2.0

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+15.1%+17.0%+16.1%+4.4%−9.4%17.0%$265M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: OMFS 2017 · VO 2004 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Russell 2000 Dynamic Multifactor ETF · $265M$12,382

OMFS

More Ways to See the Pairs

OMFS vs VO: Top 5 Holdings

Today

OMFS

6.6%in top 5

VO

in top 55.3%

OMFSStockVO

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

Cost, Income and Risk

Fees: OMFS, VO, DFAC, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAC0.21%$21

OMFS0.39%$39

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

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

OMFSMeasureVO

+15.1%Year to dateJan 1 → Nov 11+15.0%

+17.0%1 yearTotal return+15.0%

+16.1%3 years · per year$10,000 became $15,665 · $16,782+18.8%

+4.4%5 years · per year$10,000 became $12,382 · $13,944+6.9%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

1.27%Trailing 12-mo yield$127 · $133 a year on $10k1.33%

−9.4%Worst dropSmaller is better−8.2%

17.0%VolatilityLower is calmer13.1%

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

2–6VO wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

OMFS vs VO Returns, Every Period

5Y

InvescoOMFS

+4.4%

5 years, per year

VOVanguard

+6.9%

5 years, per year

OMFSVOFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

OMFS vs VO

YTD

InvescoOMFS

+15.1%

VOVanguard

+15.0%

+15.1%Year to date+15.0%

−9.4%Worst drop · 1Y−8.2%

17.0%Volatility · 1Y13.1%

1.3%Yield1.3%

$265MAssets$103B

2–1VO wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: OMFS, VO, DFAC, IWF

1Y

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

OMFS1.27%$127

DFAC0.87%$87

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

OMFS$127 − $39 = $88

DFAC$87 − $21 = $66

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: OMFS, VO, DFAC, IWF

Today

40.2%most shared, DFAC and IWF

OMFSVODFACIWF

OMFS—0.0%7.5%0.0%

VO0.0%—19.7%9.4%

DFAC7.5%19.7%—40.2%

IWF0.0%9.4%40.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+17.0%OMFS, at 17.0% volatility

DFACWorst drop−8.5%13.0% vol

VOWorst drop−8.2%13.1% vol

OMFSWorst drop−9.4%17.0% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VOOMFS

+15.0%Year to date+15.1%

1.3%Yield1.3%

+15.0%Past year+17.0%

0.03%Fee0.39%

2–1OMFS wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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OMFS, VO, DFAC and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four