Compare · 4 funds side by side · dividends reinvested

VO, OMFS, IWF and VUG

VOVanguard×OMFSInvesco×IWFiShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,326VUG · 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, IWF and VUG, 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%$103B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.4

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%$264M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.3

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 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,809

VO

More Ways to See the Pairs

VO vs OMFS: Top 5 Holdings

Today

VO

5.3%in top 5

OMFS

in top 56.6%

VOStockOMFS

not top 5CTRE1.7%

not top 5FCFS1.3%

not top 5TRNO1.2%

not top 5SSREF1.2%

not top 5EAT1.1%

Cost, Income and Risk

Fees: VO, OMFS, IWF, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

IWF0.18%$18

OMFS0.39%$39

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $264M$12,227

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

VOMeasureOMFS

+14.0%Year to dateJan 1 → Nov 12+13.7%

+13.7%1 yearTotal return+16.0%

+18.4%3 years · per year$10,000 became $16,605 · $15,553+15.9%

+6.7%5 years · per year$10,000 became $13,809 · $12,227+4.1%

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

1.35%Trailing 12-mo yield$135 · $128 a year on $10k1.28%

−8.2%Worst dropSmaller is better−9.4%

13.2%VolatilityLower is calmer17.1%

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

7–1VO wins

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

VO vs OMFS Returns, Every Period

5Y

VanguardVO

+6.7%

5 years, per year

OMFSInvesco

+4.1%

5 years, per year

VOOMFSFaded: behind in that period

3–1VO wins

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

VO vs OMFS

YTD

VanguardVO

+14.0%

OMFSInvesco

+13.7%

+14.0%Year to date+13.7%

−8.2%Worst drop · 1Y−9.4%

13.2%Volatility · 1Y17.1%

1.3%Yield1.3%

$103BAssets$264M

3–0VO wins

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

Yields: VO, OMFS, IWF, VUG

1Y

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

OMFS1.28%$128

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

OMFS$128 − $39 = $89

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

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

Overlap: VO, OMFS, IWF, VUG

Today

77.8%most shared, IWF and VUG

VOOMFSIWFVUG

VO—0.0%9.4%10.2%

OMFS0.0%—0.0%0.0%

IWF9.4%0.0%—77.8%

VUG10.2%0.0%77.8%—

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

Return vs Bumpiness: 4 ETFs

1Y

+16.0%OMFS, at 17.1% volatility

VOWorst drop−8.2%13.2% vol

OMFSWorst drop−9.4%17.1% vol

VUGWorst drop−15.1%19.1% 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

VOOMFS

+14.0%Year to date+13.7%

1.3%Yield1.3%

+13.7%Past year+16.0%

0.03%Fee0.39%

2–1VO wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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VO, OMFS, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four