Compare · 4 funds side by side · dividends reinvested

VOO, OMFS, VUG and SPY

VOOVanguard×OMFSInvesco×VUGVanguard×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

VOO, OMFS, VUG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

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%$258M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.1

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: VOO 2010 · OMFS 2017 · VUG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

OMFS

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

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

VOOMeasureOMFS

+11.3%Year to dateJan 1 → Nov 9+14.9%

+13.6%1 yearTotal return+18.9%

+22.0%3 years · per year$10,000 became $18,159 · $15,881+16.7%

+11.9%5 years · per year$10,000 became $17,543 · $12,638+4.8%

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

1.07%Trailing 12-mo yield$107 · $127 a year on $10k1.27%

−8.9%Worst dropSmaller is better−9.4%

13.7%VolatilityLower is calmer17.0%

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

5–3VOO wins

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

More Ways to See the Pairs

VOO vs OMFS: Top 5 Holdings

Today

VOO

28.3%in top 5

OMFS

in top 56.8%

VOOStockOMFS

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5CTRE1.8%

not top 5FCFS1.4%

not top 5SSREF1.2%

not top 5TRNO1.2%

not top 5EAT1.2%

Held in common0.0%

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

VOO vs OMFS Returns, Every Period

VanguardVOO

+11.9%

5 years, per year

OMFSInvesco

+4.8%

5 years, per year

VOOOMFSFaded: behind in that period

2–2Level

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

Core vs Stocks: VOO vs OMFS

YTD

VanguardVOO

+11.3%

OMFSInvesco

+14.9%

+11.3%Year to date+14.9%

−8.9%Worst drop · 1Y−9.4%

13.7%Volatility · 1Y17.0%

1.1%Yield1.3%

$1.00TAssets$258M

2–2level

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

Cost, Income and Risk

Fees: VOO, OMFS, VUG, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

SPY0.09%$9

OMFS0.39%$39

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

Yields: VOO, OMFS, VUG, SPY

1.27%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.27%$127

VOO1.07%$107

SPY1.01%$101

VUG0.41%$41

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

OMFS$127 − $39 = $88

VUG$41 − $3 = $38

KeptFee

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

Overlap: VOO, OMFS, VUG, SPY

Today

92.7%most shared, VOO and SPY

VOOOMFSVUGSPY

VOO—0.0%58.2%92.7%

OMFS0.0%—0.0%0.0%

VUG58.2%0.0%—55.1%

SPY92.7%0.0%55.1%—

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

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

OMFSWorst drop−9.4%17.0% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

OMFSVOO

+14.9%Year to date+11.3%

1.3%Yield1.1%

+18.9%Past year+13.6%

0.39%Fee0.03%

3–1OMFS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026