Compare · 4 funds side by side · dividends reinvested

VB, OMFS, VTV and IWF

VBVanguard×OMFSInvesco×VTVVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,626VTV · best of the four

02 / 04

VB, OMFS, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.0

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B2.4

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.31%+11.2%+14.6%+16.5%+4.8%−9.4%17.0%$268M3.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.4

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 · VTV 2004 · IWF 2000

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

+11.2%Year to dateJan 1 → Nov 5+11.2%

+14.6%1 yearTotal return+14.6%

+18.5%3 years · per year$10,000 became $16,641 · $15,800+16.5%

+5.9%5 years · per year$10,000 became $13,310 · $12,645+4.8%

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

1.28%Trailing 12-mo yield$129 · $131 a year on $10k1.31%

−9.0%Worst dropSmaller is better−9.4%

16.2%VolatilityLower is calmer17.0%

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

5–1VB 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

+5.9%

5 years, per year

OMFSInvesco

+4.8%

5 years, per year

VBOMFSFaded: behind in that period

2–0VB wins

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

VB vs VTV

YTD

VanguardVB

+11.2%

VTVVanguard

+19.0%

+11.2%Year to date+19.0%

−9.0%Worst drop · 1Y−6.4%

16.2%Volatility · 1Y10.7%

1.3%Yield1.9%

$76.9BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: VB, OMFS, VTV, IWF

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VTV0.03%$3

IWF0.18%$18

OMFS0.39%$39

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

Yields: VB, OMFS, VTV, IWF

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

OMFS1.31%$131

VB1.28%$129

IWF0.39%$39

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VB$129 − $3 = $126

OMFS$131 − $39 = $92

IWF$39 − $18 = $21

KeptFee

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

Overlap: VB, OMFS, VTV, IWF

Today

16.4%most shared, VB and OMFS

VBOMFSVTVIWF

VB—16.4%0.7%3.9%

OMFS16.4%—0.0%0.0%

VTV0.7%0.0%—11.9%

IWF3.9%0.0%11.9%—

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

Return vs Bumpiness: 4 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

VBWorst drop−9.0%16.2% vol

OMFSWorst drop−9.4%17.0% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

VTVOMFS

+19.0%Year to date+11.2%

1.9%Yield1.3%

+24.0%Past year+14.6%

0.03%Fee0.39%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026