Compare · 3 funds side by side · dividends reinvested

VIG, OMFS and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

VIG, OMFS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

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%$267M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

Rank among the three1st → 3rdFee, 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: VIG 2006 · OMFS 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,331

VIG

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $267M$12,645

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

VIGMeasureOMFS

+12.5%Year to dateJan 1 → Nov 5+11.2%

+15.2%1 yearTotal return+14.6%

+18.9%3 years · per year$10,000 became $16,814 · $15,800+16.5%

+10.3%5 years · per year$10,000 became $16,331 · $12,645+4.8%

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

1.49%Trailing 12-mo yield$149 · $131 a year on $10k1.31%

−7.9%Worst dropSmaller is better−9.4%

10.8%VolatilityLower is calmer17.0%

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

8–0VIG wins

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

More Ways to See the Pairs

VIG vs OMFS: Top 5 Holdings

Today

VIG

22.1%in top 5

OMFS

in top 56.7%

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 5, 2026 · share of each fund

VIG vs OMFS Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

OMFSInvesco

+4.8%

5 years, per year

VIGOMFSFaded: behind in that period

4–0VIG wins

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

Income vs Stocks: VIG vs OMFS

YTD

VanguardVIG

+12.5%

OMFSInvesco

+11.2%

+12.5%Year to date+11.2%

−7.9%Worst drop · 1Y−9.4%

10.8%Volatility · 1Y17.0%

1.5%Yield1.3%

$109BAssets$267M

4–0VIG wins

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

Cost, Income and Risk

Fees: VIG, OMFS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

OMFS0.39%$39

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

Yields: VIG, OMFS, VUG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

OMFS1.31%$131

VUG0.43%$43

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

OMFS$131 − $39 = $92

VUG$43 − $3 = $40

KeptFee

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

Overlap: VIG, OMFS, VUG

Today

26.4%most shared, VIG and VUG

VIGOMFSVUG

VIG—0.9%26.4%

OMFS0.9%—0.0%

VUG26.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

OMFSWorst drop−9.4%17.0% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

VIGOMFS

+12.5%Year to date+11.2%

1.5%Yield1.3%

+15.2%Past year+14.6%

0.04%Fee0.39%

4–0VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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$59.1B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026