Compare · 4 funds side by side · dividends reinvested

VUG, OMFS, DFAC and IWF

VUGVanguard×OMFSInvesco×DFACDimensional×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,748DFAC · best of the four

Story of the four · IncomeMost incomeOMFS · 1.27% · $127 a year on $10k

Story of the four · RiskSmallest drop

VUG, OMFS, DFAC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$88.3B1.8

Invesco Russell 2000 Dynamic Multifactor ETFUS Stock Styles · Small cap0.39%1.27%+15.1%+17.0%+16.1%+4.4%−9.4%17.0%$264M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: VUG 2004 · OMFS 2017 · DFAC 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Russell 2000 Dynamic Multifactor ETF · $264M$12,382

OMFS

More Ways to See the Pairs

OMFS vs VUG: Top 5 Holdings

Today

OMFS

6.6%in top 5

VUG

in top 545.2%

OMFSStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: VUG, OMFS, DFAC, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

DFAC0.21%$21

OMFS0.39%$39

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VUG

Vanguard Morningstar Growth ETF · $233B$16,557

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

OMFSMeasureVUG

+15.1%Year to dateJan 1 → Nov 11+5.1%

+17.0%1 yearTotal return+3.6%

+16.1%3 years · per year$10,000 became $15,665 · $18,430+22.6%

+4.4%5 years · per year$10,000 became $12,382 · $16,557+10.6%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

1.27%Trailing 12-mo yield$127 · $41 a year on $10k0.41%

−9.4%Worst dropSmaller is better−15.1%

17.0%VolatilityLower is calmer19.1%

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

5–3OMFS wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

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 common0.0%

End-of-day Nov 11, 2026 · share of each fund

OMFS vs VUG Returns, Every Period

5Y

InvescoOMFS

+4.4%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

OMFSVUGFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

OMFS vs DFAC

YTD

InvescoOMFS

+15.1%

DFACDimensional

+14.9%

+15.1%Year to date+14.9%

−9.4%Worst drop · 1Y−8.5%

17.0%Volatility · 1Y13.0%

1.3%Yield0.9%

$264MAssets$88.3B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: VUG, OMFS, DFAC, IWF

1Y

1.27%highest, OMFS

FundTrailing yieldYield$10k

OMFS1.27%$127

DFAC0.87%$87

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$88most kept, OMFS

OMFS$127 − $39 = $88

DFAC$87 − $21 = $66

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VUG, OMFS, DFAC, IWF

Today

78.0%most shared, VUG and IWF

VUGOMFSDFACIWF

VUG—0.0%35.6%78.0%

OMFS0.0%—7.5%0.0%

DFAC35.6%7.5%—40.2%

IWF78.0%0.0%40.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+17.0%OMFS, at 17.0% volatility

DFACWorst drop−8.5%13.0% vol

OMFSWorst drop−9.4%17.0% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

OMFSDFAC

+15.1%Year to date+14.9%

1.3%Yield0.9%

+17.0%Past year+16.5%

0.39%Fee0.21%

3–1OMFS wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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VUG, OMFS, DFAC and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four