DFAS vs OMFSYTDDFASDFASAvsBOMFSOMFSDimensional - US Small Cap ETF · $33.5BInvesco Russell 2000 Dynamic Multifactor ETF · $262MReturns · dividends in+15.1%Year to dateJan 1 → Nov 13+13.6%+17.3%1 yearTotal return+16.0%Cost and income0.30%Expense ratio$30 · $39 on $10k · lower wins0.39%1.01%12-mo yield$101 · $128 on $10k
Overlap: DFAS, OMFS, VUGToday32.8%most shared, DFAS and OMFSDFASOMFSVUGDFAS—32.8%0.0%OMFS32.8%—0.0%VUG0.0%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
DFAS vs OMFS1YADFASDimensional - US Small Cap$11,732vsOMFSBInvesco Russell 2000 Dynamic Multifactor$11,597$10k$11k$12kNov 13, 2025Nov 13, 2026
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1ADFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−0.1%+15.1%+17.3%+17.2%+6.1%−9.4%$33.5B2BOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.28%−0.1%+13.6%+16.0%+16.2%+3.5%−9.4%$262M3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$221.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1ADFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−0.1%+15.1%+17.3%+17.2%+6.1%−9.4%$33.5B2BOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.28%−0.1%+13.6%+16.0%+16.2%+3.5%−9.4%$262M3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$221.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$221BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: DFAS, OMFS, VUGToday32.8%most shared, DFAS and OMFSDFASOMFSVUGDFAS—32.8%0.0%OMFS32.8%—0.0%VUG0.0%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$89most kept, OMFSOMFS$128 − $39 = $89DFAS$101 − $30 = $71VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee