Compare · 4 funds side by side · dividends reinvested

VB, OMFS, VO and IJR

VBVanguard×OMFSInvesco×VOVanguard×IJRiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$13,829VO · best of the four

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

Story of the four · RiskSmallest drop

VB, OMFS, VO and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.8

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+14.8%+17.2%+17.8%+6.2%−9.0%16.3%$76.9B2.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B2.6

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+14.5%+17.4%+15.6%+4.7%−9.4%17.0%$258M3.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: VB 2004 · OMFS 2017 · VO 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Small-Cap ETF · $76.9B$13,477

VB

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VB vs OMFS: Top 5 Holdings

Today

VB

2.9%in top 5

OMFS

in top 56.7%

VBStockOMFS

not top 5CTRE1.7%

not top 5FCFS1.4%

not top 5SSREF1.3%

not top 5TRNO1.2%

not top 5EAT1.2%

Cost, Income and Risk

Fees: VB, OMFS, VO, IJR

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

IJR0.06%$6

OMFS0.39%$39

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

Popular Pairs Near These Four

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

+14.8%Year to date+14.8%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $258M$12,575

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

VBMeasureOMFS

+14.8%Year to dateJan 1 → Nov 10+14.5%

+17.2%1 yearTotal return+17.4%

+17.8%3 years · per year$10,000 became $16,326 · $15,454+15.6%

+6.2%5 years · per year$10,000 became $13,477 · $12,575+4.7%

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

1.24%Trailing 12-mo yield$124 · $127 a year on $10k1.27%

−9.0%Worst dropSmaller is better−9.4%

16.3%VolatilityLower is calmer17.0%

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

6–2VB wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 10, 2026 · share of each fund

VB vs OMFS Returns, Every Period

5Y

VanguardVB

+6.2%

5 years, per year

OMFSInvesco

+4.7%

5 years, per year

VBOMFSFaded: behind in that period

3–1VB wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VB vs VO

YTD

VanguardVB

+14.8%

VOVanguard

+13.6%

+14.8%Year to date+13.6%

−9.0%Worst drop · 1Y−8.2%

16.3%Volatility · 1Y13.0%

1.2%Yield1.4%

$76.9BAssets$103B

3–1VO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: VB, OMFS, VO, IJR

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

OMFS1.27%$127

VB1.24%$124

IJR1.21%$121

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

VB$124 − $3 = $121

IJR$121 − $6 = $115

OMFS$127 − $39 = $88

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VB, OMFS, VO, IJR

Today

37.0%most shared, OMFS and IJR

VBOMFSVOIJR

VB—16.4%2.5%18.1%

OMFS16.4%—0.0%37.0%

VO2.5%0.0%—0.0%

IJR18.1%37.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+21.3%IJR, at 16.3% volatility

VOWorst drop−8.2%13.0% vol

IJRWorst drop−9.7%16.3% vol

VBWorst drop−9.0%16.3% vol

OMFSWorst drop−9.4%17.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJR

+13.6%Year to date+18.5%

1.4%Yield1.2%

+14.4%Past year+21.3%

0.03%Fee0.06%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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VB, OMFS, VO and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four