Compare · 4 funds side by side · dividends reinvested

VO, OMFS, DFAC and IJH

VOVanguard×OMFSInvesco×DFACDimensional×IJHiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,820DFAC · best of the four

02 / 04

VO, OMFS, DFAC and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B2.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$121B2.8

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+14.9%+18.9%+16.7%+4.8%−9.4%17.0%$258M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VO 2004 · OMFS 2017 · DFAC 2005 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $258M$12,638

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

VOMeasureOMFS

+13.6%Year to dateJan 1 → Nov 9+14.9%

+15.6%1 yearTotal return+18.9%

+18.8%3 years · per year$10,000 became $16,763 · $15,881+16.7%

+6.8%5 years · per year$10,000 became $13,867 · $12,638+4.8%

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

1.35%Trailing 12-mo yield$135 · $127 a year on $10k1.27%

−8.2%Worst dropSmaller is better−9.4%

13.1%VolatilityLower is calmer17.0%

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

6–2VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VO vs OMFS: Top 5 Holdings

Today

5.3%in top 5

OMFS

in top 56.8%

VOStockOMFS

not top 5CTRE1.8%

not top 5FCFS1.4%

not top 5SSREF1.2%

not top 5TRNO1.2%

not top 5EAT1.2%

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VO vs OMFS Returns, Every Period

VanguardVO

+6.8%

5 years, per year

OMFSInvesco

+4.8%

5 years, per year

VOOMFSFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VO vs OMFS

YTD

VanguardVO

+13.6%

OMFSInvesco

+14.9%

+13.6%Year to date+14.9%

−8.2%Worst drop · 1Y−9.4%

13.1%Volatility · 1Y17.0%

1.4%Yield1.3%

$103BAssets$258M

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VO, OMFS, DFAC, IJH

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJH0.05%$5

DFAC0.21%$21

OMFS0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VO, OMFS, DFAC, IJH

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

OMFS1.27%$127

IJH1.21%$121

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IJH$121 − $5 = $116

OMFS$127 − $39 = $88

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VO, OMFS, DFAC, IJH

Today

19.6%most shared, VO and DFAC

VOOMFSDFACIJH

VO—0.0%19.6%0.2%

OMFS0.0%—7.4%7.6%

DFAC19.6%7.4%—11.4%

IJH0.2%7.6%11.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+18.9%OMFS, at 17.0% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.1% vol

IJHWorst drop−8.8%15.8% vol

OMFSWorst drop−9.4%17.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOOMFS

+13.6%Year to date+14.9%

1.4%Yield1.3%

+15.6%Past year+18.9%

0.03%Fee0.39%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026