Compare · 3 funds side by side · dividends reinvested

VO, OMFS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

VO, OMFS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.5

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%$267M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.4

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: VO 2004 · OMFS 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

OMFS

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

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

VOMeasureOMFS

+10.7%Year to dateJan 1 → Nov 5+11.2%

+12.4%1 yearTotal return+14.6%

+18.9%3 years · per year$10,000 became $16,795 · $15,800+16.5%

+6.4%5 years · per year$10,000 became $13,616 · $12,645+4.8%

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

1.39%Trailing 12-mo yield$139 · $131 a year on $10k1.31%

−8.2%Worst dropSmaller is better−9.4%

12.9%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 5, 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 56.7%

VOStockOMFS

not top 5CTRE1.7%

not top 5FCFS1.4%

not top 5EAT1.2%

not top 5TRNO1.2%

not top 5SSREF1.2%

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 5, 2026 · share of each fund

VO vs OMFS Returns, Every Period

VanguardVO

+6.4%

5 years, per year

OMFSInvesco

+4.8%

5 years, per year

VOOMFSFaded: behind in that period

2–2Level

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

VO vs OMFS

YTD

VanguardVO

+10.7%

OMFSInvesco

+11.2%

+10.7%Year to date+11.2%

−8.2%Worst drop · 1Y−9.4%

12.9%Volatility · 1Y17.0%

1.4%Yield1.3%

$103BAssets$267M

3–1VO wins

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

Cost, Income and Risk

Fees: VO, OMFS, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

OMFS0.39%$39

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

Yields: VO, OMFS, IWF

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

OMFS1.31%$131

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

OMFS$131 − $39 = $92

IWF$39 − $18 = $21

KeptFee

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

Overlap: VO, OMFS, IWF

Today

9.2%most shared, VO and IWF

VOOMFSIWF

VO—0.0%9.2%

OMFS0.0%—0.0%

IWF9.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+14.6%OMFS, at 17.0% volatility

VOWorst drop−8.2%12.9% vol

OMFSWorst drop−9.4%17.0% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

VOOMFS

+10.7%Year to date+11.2%

1.4%Yield1.3%

+12.4%Past year+14.6%

0.03%Fee0.39%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026