Compare · 3 funds side by side · dividends reinvested

VIG, OMFS and IJH

VIGVanguard×OMFSInvesco×IJHiShares×
$7.5k$10k$12.5k$15k$17.5kLow $8,396 · 2022VIG$16,243IJH$13,830OMFS$12,647Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three
02 / 04

VIG, OMFS and IJH, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.0
iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.4
Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.31%+11.7%+13.3%+16.4%+4.8%−9.4%16.9%$258M2.6
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · OMFS 2017 · IJH 2000
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Head to Head

5Y
Vanguard Dividend Appreciation ETF · $109B$16,243
VIG
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF · $258M$12,647

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

VIGMeasureOMFS
+12.1%Year to dateJan 1 → Nov 6+11.7%
+14.3%1 yearTotal return+13.3%
+18.6%3 years · per year$10,000 became $16,669 · $15,756+16.4%
+10.2%5 years · per year$10,000 became $16,243 · $12,647+4.8%
0.04%Expense ratio$4 · $39 a year on $10k · lower is better0.39%
1.50%Trailing 12-mo yield$150 · $131 a year on $10k1.31%
−7.9%Worst dropSmaller is better−9.4%
10.8%VolatilityLower is calmer16.9%
VIGOMFS Winner of the row, in its colourEach row: the bigger of the two fills its side
8–0VIG wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

VIG vs OMFS: Top 5 Holdings

Today
VIG
22.1%in top 5
in top 56.8%
VIGStockOMFS
4.9%MSFTnot top 5
4.9%AAPLnot top 5
4.3%AVGOnot top 5
4.1%LLYnot top 5
3.9%JPMnot top 5
not top 5CTRE1.7%
not top 5FCFS1.4%
not top 5EAT1.2%
not top 5TRNO1.2%
not top 5SSREF1.2%
Held in common0.9%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

VIG vs OMFS Returns, Every Period

5Y
VanguardVIG
+10.2%
5 years, per year
OMFSInvesco
+4.8%
5 years, per year
0%+10%+20%+12.1%+11.7%YTD+14.3%+13.3%1 year+18.6%+16.4%3 yrs · yr+10.2%+4.8%5 yrs · yr
VIGOMFSFaded: behind in that period
4–0VIG wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Stocks: VIG vs OMFS

YTD
VanguardVIG
+12.1%
OMFSInvesco
+11.7%
Jan 1Nov 6+12.1%+11.7%
+12.1%Year to date+11.7%
−7.9%Worst drop · 1Y−9.4%
10.8%Volatility · 1Y16.9%
1.5%Yield1.3%
$109BAssets$258M
4–0VIG wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: VIG, OMFS, IJH

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
IJH0.05%$5
OMFS0.39%$39
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: VIG, OMFS, IJH

1Y
1.50%highest, VIG
FundTrailing yieldYield$10k
VIG1.50%$150
OMFS1.31%$131
IJH1.25%$125
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$146most kept, VIG
VIG$150 − $4 = $146
IJH$125 − $5 = $120
OMFS$131 − $39 = $92
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: VIG, OMFS, IJH

Today
7.7%most shared, OMFS and IJH
VIGOMFSIJH
VIG—0.9%2.9%
OMFS0.9%—7.7%
IJH2.9%7.7%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+14.3%VIG, at 10.8% volatility
0%+5%+10%+15%+20%5%10%15%20%Volatility · 1 year → bumpierVIG +14.3%OMFS +13.3%IJH +12.9%
VIGWorst drop−7.9%10.8% vol
IJHWorst drop−8.8%15.5% vol
OMFSWorst drop−9.4%16.9% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+12.1%+11.7%
+12.1%Year to date+11.7%
1.5%Yield1.3%
+14.3%Past year+13.3%
0.04%Fee0.39%
4–0VIG wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

DGRO vs VIG

YTD
iSharesDGRO
+16.6%
VIGVanguard
+12.1%
Jan 1Nov 6+16.6%+12.1%
+16.6%Year to date+12.1%
1.9%Yield1.5%
$44.7BAssets$109B
2–0DGRO wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com