Compare · 3 funds side by side · dividends reinvested

VO, OMFS and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,829VO · best of the three

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

Story of the three · RiskSmallest drop

VO, OMFS and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.5

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$106B2.0

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+14.5%+17.4%+15.6%+4.7%−9.4%17.0%$265M2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: VO 2004 · OMFS 2017 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,829

VO

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $265M$12,575

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

VOMeasure

More Ways to See the Pairs

VO vs OMFS: Top 5 Holdings

Today

VO

5.3%in top 5

OMFS

in top 56.7%

VOStockOMFS

not top 5CTRE1.7%

not top 5FCFS1.4%

not top 5SSREF1.3%

not top 5TRNO1.2%

not top 5EAT1.2%

Cost, Income and Risk

Fees: VO, OMFS, IJR

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IJR0.06%$6

OMFS0.39%$39

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

Yields: VO, OMFS, IJR

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

OMFS

+13.6%Year to dateJan 1 → Nov 10+14.5%

+14.4%1 yearTotal return+17.4%

+18.0%3 years · per year$10,000 became $16,445 · $15,454+15.6%

+6.7%5 years · per year$10,000 became $13,829 · $12,575+4.7%

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%

13.0%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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 10, 2026 · share of each fund

VO vs OMFS Returns, Every Period

5Y

VanguardVO

+6.7%

5 years, per year

OMFSInvesco

+4.7%

5 years, per year

VOOMFSFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VO vs OMFS

YTD

VanguardVO

+13.6%

OMFSInvesco

+14.5%

+13.6%Year to date+14.5%

−8.2%Worst drop · 1Y−9.4%

13.0%Volatility · 1Y17.0%

1.4%Yield1.3%

$103BAssets$265M

3–1VO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

OMFS1.27%$127

IJR1.21%$121

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IJR$121 − $6 = $115

OMFS$127 − $39 = $88

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VO, OMFS, IJR

Today

37.0%most shared, OMFS and IJR

VOOMFSIJR

VO—0.0%0.0%

OMFS0.0%—37.0%

IJR0.0%37.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.3%IJR, at 16.3% volatility

VOWorst drop−8.2%13.0% vol

IJRWorst drop−9.7%16.3% vol

OMFSWorst drop−9.4%17.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOIJR

+13.6%Year to date+18.5%

1.4%Yield1.2%

+14.4%Past year+21.3%

0.03%Fee0.06%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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VO, OMFS and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three