Compare · 3 funds side by side · dividends reinvested

VIG, OMFS and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,513VIG · best of the three

Story of the three · IncomeMost incomeVIG · 1.45% · $145 a year on $10k

Story of the three · RiskSmallest drop

VIG, OMFS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.0

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+12.7%+14.0%+16.4%+6.5%−8.8%15.8%$124B2.4

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.28%+13.6%+16.0%+16.2%+3.5%−9.4%17.1%$262M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: VIG 2006 · OMFS 2017 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,513

VIG

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $262M$11,904

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

VIG

More Ways to See the Pairs

VIG vs OMFS: Top 5 Holdings

Today

VIG

22.1%in top 5

OMFS

in top 56.6%

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

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 13, 2026 · fee on $10,000 a year

Yields: VIG, OMFS, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

OMFS

+16.0%Year to dateJan 1 → Nov 13+13.6%

+16.3%1 yearTotal return+16.0%

+18.9%3 years · per year$10,000 became $16,797 · $15,688+16.2%

+10.6%5 years · per year$10,000 became $16,513 · $11,904+3.5%

0.04%Expense ratio$4 · $39 a year on $10k · lower is better0.39%

1.45%Trailing 12-mo yield$145 · $128 a year on $10k1.28%

−7.9%Worst dropSmaller is better−9.4%

11.0%VolatilityLower is calmer17.1%

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

8–0VIG wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CTRE1.7%

not top 5FCFS1.3%

not top 5TRNO1.2%

not top 5SSREF1.2%

not top 5EAT1.1%

Held in common0.9%

End-of-day Nov 13, 2026 · share of each fund

VIG vs OMFS Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

OMFSInvesco

+3.5%

5 years, per year

VIGOMFSFaded: behind in that period

4–0VIG wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Stocks: VIG vs OMFS

YTD

VanguardVIG

+16.0%

OMFSInvesco

+13.6%

+16.0%Year to date+13.6%

−7.9%Worst drop · 1Y−9.4%

11.0%Volatility · 1Y17.1%

1.4%Yield1.3%

$109BAssets$262M

4–0VIG wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.45%highest, VIG

FundTrailing yieldYield$10k

VIG1.45%$145

OMFS1.28%$128

IJH1.22%$122

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$141most kept, VIG

VIG$145 − $4 = $141

IJH$122 − $5 = $117

OMFS$128 − $39 = $89

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VIG, OMFS, IJH

Today

7.5%most shared, OMFS and IJH

VIGOMFSIJH

VIG—0.9%2.9%

OMFS0.9%—7.5%

IJH2.9%7.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.3%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

IJHWorst drop−8.8%15.8% vol

OMFSWorst drop−9.4%17.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VIGOMFS

+16.0%Year to date+13.6%

1.4%Yield1.3%

+16.3%Past year+16.0%

0.04%Fee0.39%

4–0VIG wins

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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VIG, OMFS and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three