Compare · 4 funds side by side · dividends reinvested

VB, OMFS, IWF and VUG

VBVanguard×OMFSInvesco×IWFiShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,326VUG · best of the four

Story of the four · IncomeMost incomeOMFS · 1.28% · $128 a year on $10k

Story of the four · RiskSmallest drop

VB, OMFS, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.1%+15.6%+18.0%+5.9%−9.0%16.4%$76.9B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.4

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%$266M2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: VB 2004 · OMFS 2017 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

OMFS

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OMFS vs VB: Top 5 Holdings

Today

OMFS

6.6%in top 5

VB

in top 52.9%

OMFSStockVB

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: VB, OMFS, IWF, VUG

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VUG0.03%$3

IWF0.18%$18

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

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

VB

Vanguard Morningstar Small-Cap ETF · $76.9B$13,289

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

OMFSMeasureVB

+13.7%Year to dateJan 1 → Nov 12+14.1%

+16.0%1 yearTotal return+15.6%

+15.9%3 years · per year$10,000 became $15,553 · $16,444+18.0%

+4.1%5 years · per year$10,000 became $12,227 · $13,289+5.9%

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

1.28%Trailing 12-mo yield$128 · $125 a year on $10k1.25%

−9.4%Worst dropSmaller is better−9.0%

17.1%VolatilityLower is calmer16.4%

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

2–6VB wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common16.4%

End-of-day Nov 12, 2026 · share of each fund

OMFS vs VB Returns, Every Period

5Y

InvescoOMFS

+4.1%

5 years, per year

VBVanguard

+5.9%

5 years, per year

OMFSVBFaded: behind in that period

1–3VB wins

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

OMFS vs VB

YTD

InvescoOMFS

+13.7%

VBVanguard

+14.1%

+13.7%Year to date+14.1%

−9.4%Worst drop · 1Y−9.0%

17.1%Volatility · 1Y16.4%

1.3%Yield1.3%

$266MAssets$76.9B

3–0VB wins

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

Yields: VB, OMFS, IWF, VUG

1Y

1.28%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.28%$128

VB1.25%$125

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$122most kept, VB

VB$125 − $3 = $122

OMFS$128 − $39 = $89

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

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

Overlap: VB, OMFS, IWF, VUG

Today

77.8%most shared, IWF and VUG

VBOMFSIWFVUG

VB—16.4%3.9%0.4%

OMFS16.4%—0.0%0.0%

IWF3.9%0.0%—77.8%

VUG0.4%0.0%77.8%—

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

VBWorst drop−9.0%16.4% vol

OMFSWorst drop−9.4%17.1% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

OMFSVB

+13.7%Year to date+14.1%

1.3%Yield1.3%

+16.0%Past year+15.6%

0.39%Fee0.03%

2–1VB wins

End-of-day Nov 12, 2026

+13.9%Year to date+14.1%

1.0%Yield1.3%

$76.6BAssets$76.9B

2–0VB wins

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

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VB, OMFS, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four