Compare · 3 funds side by side · dividends reinvested

OMFS, VUG and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeOMFS · 1.27% · $127 a year on $10k

Story of the three · RiskSmallest drop

OMFS, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$265M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Growth ETF · $233B$16,557

VUG

OMFS

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

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

VUGMeasure

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, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

OMFS0.39%$39

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

Yields: OMFS, VUG, IWF

Popular Pairs Near These Three

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%

OMFS

+5.1%Year to dateJan 1 → Nov 11+15.1%

+3.6%1 yearTotal return+17.0%

+22.6%3 years · per year$10,000 became $18,430 · $15,665+16.1%

+10.6%5 years · per year$10,000 became $16,557 · $12,382+4.4%

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

0.41%Trailing 12-mo yield$41 · $127 a year on $10k1.27%

−15.1%Worst dropSmaller is better−9.4%

19.1%VolatilityLower is calmer17.0%

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

3–5OMFS wins

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

VUG vs OMFS Returns, Every Period

5Y

VanguardVUG

+10.6%

5 years, per year

OMFSInvesco

+4.4%

5 years, per year

VUGOMFSFaded: behind in that period

2–2Level

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

VUG vs OMFS

YTD

VanguardVUG

+5.1%

OMFSInvesco

+15.1%

+5.1%Year to date+15.1%

−15.1%Worst drop · 1Y−9.4%

19.1%Volatility · 1Y17.0%

0.4%Yield1.3%

$233BAssets$265M

4–0OMFS wins

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

1Y

1.27%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.27%$127

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$88most kept, OMFS

OMFS$127 − $39 = $88

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

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

Overlap: OMFS, VUG, IWF

Today

78.0%most shared, VUG and IWF

OMFSVUGIWF

OMFS—0.0%0.0%

VUG0.0%—78.0%

IWF0.0%78.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+17.0%OMFS, at 17.0% volatility

OMFSWorst drop−9.4%17.0% vol

VUGWorst drop−15.1%19.1% 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

OMFSVUG

+15.1%Year to date+5.1%

1.3%Yield0.4%

+17.0%Past year+3.6%

0.39%Fee0.03%

3–1OMFS 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, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three