Compare · 4 funds side by side · dividends reinvested

VB, OMFS, IWF and VO

VBVanguard×OMFSInvesco×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,330IWF · best of the four

02 / 04

VB, OMFS, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.8

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B2.1

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.26%+15.7%+18.1%+18.4%+6.1%−9.4%16.5%$268M2.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B3.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: VB 2004 · OMFS 2017 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,310

OMFS

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

$10,000 five years ago, dividends reinvested · they hold 16.4% in common

VBMeasureOMFS

+15.8%Year to dateJan 1 → Nov 5+15.7%

+17.9%1 yearTotal return+18.1%

+20.5%3 years · per year$10,000 became $17,489 · $16,582+18.4%

+7.1%5 years · per year$10,000 became $14,105 · $13,435+6.1%

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

1.23%Trailing 12-mo yield$123 · $126 a year on $10k1.26%

−9.0%Worst dropSmaller is better−9.4%

15.7%VolatilityLower is calmer16.5%

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

6–2VB wins

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

More Ways to See the Pairs

VB vs OMFS: Top 5 Holdings

Today

2.9%in top 5

OMFS

in top 56.7%

VBStockOMFS

not top 5CTRE1.7%

not top 5FCFS1.4%

not top 5EAT1.2%

not top 5TRNO1.2%

not top 5SSREF1.2%

0.7%NTRAnot top 5

0.6%TWLOnot top 5

0.5%RVMDnot top 5

0.5%ILMNnot top 5

0.5%Pnot top 5

Held in common16.4%

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

VB vs OMFS Returns, Every Period

VanguardVB

+7.1%

5 years, per year

OMFSInvesco

+6.1%

5 years, per year

VBOMFSFaded: behind in that period

3–1VB wins

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

VB vs VO

YTD

VanguardVB

+15.8%

VOVanguard

+14.7%

+15.8%Year to date+14.7%

−9.0%Worst drop · 1Y−8.2%

15.7%Volatility · 1Y12.4%

1.2%Yield1.3%

$76.9BAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: VB, OMFS, IWF, VO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

IWF0.18%$18

OMFS0.39%$39

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

Yields: VB, OMFS, IWF, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

OMFS1.26%$126

VB1.23%$123

IWF0.37%$37

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

VB$123 − $3 = $120

OMFS$126 − $39 = $87

IWF$37 − $18 = $19

KeptFee

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

Overlap: VB, OMFS, IWF, VO

Today

16.4%most shared, VB and OMFS

VBOMFSIWFVO

VB—16.4%3.9%2.5%

OMFS16.4%—0.0%0.0%

IWF3.9%0.0%—9.2%

VO2.5%0.0%9.2%—

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

Return vs Bumpiness: 4 ETFs

+18.1%OMFS, at 16.5% volatility

VOWorst drop−8.2%12.4% vol

VBWorst drop−9.0%15.7% vol

OMFSWorst drop−9.4%16.5% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

VOVB

+14.7%Year to date+15.8%

1.3%Yield1.2%

+15.3%Past year+17.9%

0.03%Fee0.03%

2–1VB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026