VTV vs OMFS5YVTVVTVAvsBOMFSOMFSVanguard Morningstar Value ETF · $184BInvesco Russell 2000 Dynamic Multifactor ETF · $264MReturns · dividends in+21.2%3 years · per year$17,795 · $15,553+15.9%+12.3%5 years · per year$17,885 · $12,227+4.1%Cost and income0.03%Expense ratio$3 · $39 on $10k · lower wins0.39%1.82%
Overlap: DFAS, OMFS, VTVToday32.8%most shared, DFAS and OMFSDFASOMFSVTVDFAS—32.8%0.1%OMFS32.8%—0.0%VTV0.1%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
VTV vs OMFS5YAVTVVanguard Morningstar Value$17,885vsOMFSBInvesco Russell 2000 Dynamic Multifactor$12,227$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2DFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−1.3%+15.2%+17.7%+16.9%+6.4%−9.4%$33.9B3BOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.28%−1.2%+13.7%+16.0%+15.9%+4.1%−9.4%$264MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2DFASDimensional - US Small Cap ETFReadDesk0.30%1.01%−1.3%+15.2%+17.7%+16.9%+6.4%−9.4%$33.9B3BOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.28%−1.2%+13.7%+16.0%+15.9%+4.1%−9.4%$264MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: DFAS, OMFS, VTVToday32.8%most shared, DFAS and OMFSDFASOMFSVTVDFAS—32.8%0.1%OMFS32.8%—0.0%VTV0.1%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VTVVTV$182 − $3 = $179OMFS$128 − $39 = $89DFAS$101 − $30 = $71KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee