Compare · 4 funds side by side · dividends reinvested

OMFS, VUG, DFAC and VO

OMFSInvesco×VUGVanguard×DFACDimensional×VOVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,580DFAC · best of the four

Story of the four · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

OMFS, VUG, DFAC and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.0

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%$266M3.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B3.0

Rank among the four1st → 4thFee, 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 · VUG 2004 · DFAC 2005 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,326

VUG

More Ways to See the Pairs

VUG vs OMFS: Top 5 Holdings

Today

VUG

45.2%in top 5

OMFS

in top 56.6%

VUGStockOMFS

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Cost, Income and Risk

Fees: OMFS, VUG, DFAC, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

DFAC0.21%$21

OMFS0.39%$39

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

Popular Pairs Near These Four

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

Invesco Russell 2000 Dynamic Multifactor ETF · $266M$12,227

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

VUGMeasureOMFS

+4.9%Year to dateJan 1 → Nov 12+13.7%

+3.5%1 yearTotal return+16.0%

+22.1%3 years · per year$10,000 became $18,215 · $15,553+15.9%

+10.3%5 years · per year$10,000 became $16,326 · $12,227+4.1%

0.03%Expense ratio$3 · $39 a year on $10k · lower is better0.39%

0.41%Trailing 12-mo yield$41 · $128 a year on $10k1.28%

−15.1%Worst dropSmaller is better−9.4%

19.1%VolatilityLower is calmer17.1%

VUGOMFS 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

VUG vs OMFS Returns, Every Period

5Y

VanguardVUG

+10.3%

5 years, per year

OMFSInvesco

+4.1%

5 years, per year

VUGOMFSFaded: behind in that period

2–2Level

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

VUG vs VO

YTD

VanguardVUG

+4.9%

VOVanguard

+14.0%

+4.9%Year to date+14.0%

−15.1%Worst drop · 1Y−8.2%

19.1%Volatility · 1Y13.2%

0.4%Yield1.3%

$233BAssets$103B

4–0VO wins

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

Yields: OMFS, VUG, DFAC, VO

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

OMFS1.28%$128

DFAC0.88%$88

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

OMFS$128 − $39 = $89

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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

Overlap: OMFS, VUG, DFAC, VO

Today

35.8%most shared, VUG and DFAC

OMFSVUGDFACVO

OMFS—0.0%7.5%0.0%

VUG0.0%—35.8%10.2%

DFAC7.5%35.8%—19.8%

VO0.0%10.2%19.8%—

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

Return vs Bumpiness: 4 ETFs

1Y

+16.0%OMFS, at 17.1% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.2% vol

OMFSWorst drop−9.4%17.1% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

VODFAC

+14.0%Year to date+14.1%

1.3%Yield0.9%

+13.7%Past year+15.4%

0.03%Fee0.21%

2–2level

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, VUG, DFAC and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four