Compare · 3 funds side by side · dividends reinvested

VIG, OMFS and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,596VIG · 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 IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.1

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%$266M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.5

Rank among the three1st → 3rdFee, 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: VIG 2006 · OMFS 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

OMFS

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

OMFSMeasure

More Ways to See the Pairs

OMFS vs IWF: Top 5 Holdings

Today

OMFS

6.6%in top 5

IWF

in top 538.2%

OMFSStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: VIG, OMFS, IWF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWF0.18%$18

OMFS0.39%$39

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: VIG, OMFS, IWF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

IWF

+13.7%Year to dateJan 1 → Nov 12−1.5%

+16.0%1 yearTotal return−3.0%

+15.9%3 years · per year$10,000 became $15,553 · $16,957+19.2%

+4.1%5 years · per year$10,000 became $12,227 · $15,697+9.4%

0.39%Expense ratio$39 · $18 a year on $10k · lower is better0.18%

1.28%Trailing 12-mo yield$128 · $37 a year on $10k0.37%

−9.4%Worst dropSmaller is better−14.6%

17.1%VolatilityLower is calmer19.6%

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

5–3OMFS wins

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

5.1%

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

Held in common0.0%

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

OMFS vs IWF Returns, Every Period

5Y

InvescoOMFS

+4.1%

5 years, per year

IWFiShares

+9.4%

5 years, per year

OMFSIWFFaded: behind in that period

2–2Level

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

Stocks vs Income: OMFS vs VIG

YTD

InvescoOMFS

+13.7%

VIGVanguard

+16.0%

+13.7%Year to date+16.0%

−9.4%Worst drop · 1Y−7.9%

17.1%Volatility · 1Y11.0%

1.3%Yield1.4%

$266MAssets$109B

4–0VIG wins

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

1Y

1.45%highest, VIG

FundTrailing yieldYield$10k

VIG1.45%$145

OMFS1.28%$128

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$141most kept, VIG

VIG$145 − $4 = $141

OMFS$128 − $39 = $89

IWF$37 − $18 = $19

KeptFee

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

Overlap: VIG, OMFS, IWF

Today

32.8%most shared, VIG and IWF

VIGOMFSIWF

VIG—0.9%32.8%

OMFS0.9%—0.0%

IWF32.8%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.9%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

OMFSWorst drop−9.4%17.1% 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

VIGOMFS

+16.0%Year to date+13.7%

1.4%Yield1.3%

+16.9%Past year+16.0%

0.04%Fee0.39%

4–0VIG wins

End-of-day Nov 12, 2026

+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

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

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VIG, OMFS and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three