Compare · 4 funds side by side · dividends reinvested

VO, OMFS, DFAC and IJR

VOVanguard×OMFSInvesco×DFACDimensional×IJRiShares×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,580DFAC · best of the four

Story of the four · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the four · RiskSmallest drop

VO, OMFS, DFAC and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B2.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$87.7B2.1

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.0%+19.1%+16.7%+5.3%−9.7%16.4%$106B2.5

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%$266M3.4

Rank among the four1st → 4thFee, 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: VO 2004 · OMFS 2017 · DFAC 2005 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

OMFS

More Ways to See the Pairs

OMFS vs DFAC: Top 5 Holdings

Today

OMFS

6.6%in top 5

DFAC

in top 519.8%

OMFSStockDFAC

not top 5AAPL5.9%

not top 5MSFT4.7%

not top 5NVDA4.4%

not top 5AMZN2.7%

not top 5META1.9%

Cost, Income and Risk

Fees: VO, OMFS, DFAC, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

DFAC0.21%$21

OMFS0.39%$39

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

Popular Pairs Near These Four

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,580

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

OMFSMeasureDFAC

+13.7%Year to dateJan 1 → Nov 12+14.1%

+16.0%1 yearTotal return+15.4%

+15.9%3 years · per year$10,000 became $15,553 · $17,581+20.7%

+4.1%5 years · per year$10,000 became $12,227 · $16,580+10.6%

0.39%Expense ratio$39 · $21 a year on $10k · lower is better0.21%

1.28%Trailing 12-mo yield$128 · $88 a year on $10k0.88%

−9.4%Worst dropSmaller is better−8.5%

17.1%VolatilityLower is calmer13.1%

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

2–6DFAC wins

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

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 common7.5%

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

OMFS vs DFAC Returns, Every Period

5Y

InvescoOMFS

+4.1%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

OMFSDFACFaded: behind in that period

1–3DFAC wins

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

OMFS vs VO

YTD

InvescoOMFS

+13.7%

VOVanguard

+14.0%

+13.7%Year to date+14.0%

−9.4%Worst drop · 1Y−8.2%

17.1%Volatility · 1Y13.2%

1.3%Yield1.3%

$266MAssets$103B

3–0VO wins

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

Yields: VO, OMFS, DFAC, IJR

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

OMFS1.28%$128

IJR1.21%$121

DFAC0.88%$88

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IJR$121 − $6 = $115

OMFS$128 − $39 = $89

DFAC$88 − $21 = $67

KeptFee

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

Overlap: VO, OMFS, DFAC, IJR

Today

37.0%most shared, OMFS and IJR

VOOMFSDFACIJR

VO—0.0%19.8%0.0%

OMFS0.0%—7.5%37.0%

DFAC19.8%7.5%—6.4%

IJR0.0%37.0%6.4%—

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

Return vs Bumpiness: 4 ETFs

1Y

+19.1%IJR, at 16.4% volatility

DFACWorst drop−8.5%13.1% vol

VOWorst drop−8.2%13.2% vol

IJRWorst drop−9.7%16.4% vol

OMFSWorst drop−9.4%17.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJR

+14.0%Year to date+18.0%

1.3%Yield1.2%

+13.7%Past year+19.1%

0.03%Fee0.06%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

VO, OMFS, DFAC and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four