Compare · 4 funds side by side · dividends reinvested

SPY, OMFS, VOO and VUG

SPYSPDR×OMFSInvesco×VOOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

SPY, OMFS, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+15.0%+19.0%+16.7%+4.8%−9.4%17.0%$258M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: SPY 1993 · OMFS 2017 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,493

SPY

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $258M$12,643

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

SPYMeasureOMFS

+11.2%Year to dateJan 1 → Nov 9+15.0%

+13.5%1 yearTotal return+19.0%

+21.9%3 years · per year$10,000 became $18,118 · $15,888+16.7%

+11.8%5 years · per year$10,000 became $17,493 · $12,643+4.8%

0.09%Expense ratio$9 · $39 a year on $10k · lower is better0.39%

1.01%Trailing 12-mo yield$101 · $127 a year on $10k1.27%

−8.9%Worst dropSmaller is better−9.4%

13.7%VolatilityLower is calmer17.0%

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

5–3SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs OMFS: Top 5 Holdings

Today

SPY

27.8%in top 5

OMFS

in top 56.8%

SPYStockOMFS

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5CTRE1.7%

not top 5FCFS1.4%

not top 5EAT1.2%

not top 5TRNO1.2%

not top 5SSREF1.2%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SPY vs OMFS Returns, Every Period

SPDRSPY

+11.8%

5 years, per year

OMFSInvesco

+4.8%

5 years, per year

SPYOMFSFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPY vs OMFS

YTD

SPDRSPY

+11.2%

OMFSInvesco

+15.0%

+11.2%Year to date+15.0%

−8.9%Worst drop · 1Y−9.4%

13.7%Volatility · 1Y17.0%

1.0%Yield1.3%

$778BAssets$258M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, OMFS, VOO, VUG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

SPY0.09%$9

OMFS0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPY, OMFS, VOO, VUG

1.27%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.27%$127

VOO1.07%$107

SPY1.01%$101

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

OMFS$127 − $39 = $88

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPY, OMFS, VOO, VUG

Today

92.2%most shared, SPY and VOO

SPYOMFSVOOVUG

SPY—0.0%92.2%54.8%

OMFS0.0%—0.0%0.0%

VOO92.2%0.0%—58.2%

VUG54.8%0.0%58.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+19.0%OMFS, at 17.0% volatility

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

OMFSWorst drop−9.4%17.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

OMFSVOO

+15.0%Year to date+11.3%

1.3%Yield1.1%

+19.0%Past year+13.6%

0.39%Fee0.03%

3–1OMFS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026