VUG vs OMFS

AVUG

BOMFS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAS $13,932

Lowest cost0.03%VUG · $3 on $10k

Most income1.31%OMFS · $131 on $10k

Smallest drop−9.4%DFAS · worst fall in 1Y

Held in common0.0%VUG and OMFS

VUG

OMFS

Vanguard Morningstar Growth ETF · $233BInvesco Russell 2000 Dynamic Multifactor ETF · $268M

+22.8%3 years · per year$18,532 · $15,800+16.5%

+9.9%5 years · per year$16,052 · $12,645+4.8%

0.03%Expense ratio$3 · $39 on $10k · lower wins0.39%

0.43%12-mo yield$43 · $131 on $10k1.31%

−15.1%Worst dropSmaller wins−9.4%

19.0%VolatilityLower wins17.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · OMFS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$268M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	DFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$268M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs OMFS

VUG

Vanguard Morningstar Growth

$16,052

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,646

MeasureVUGOMFS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield0.43%1.31%

5 years, per year+9.9%+4.8%

3 years, per year+22.8%+16.5%

Worst drop · 1Y−15.1%−9.4%

Volatility · 1Y19.0%17.0%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAS, OMFS, VUG

Today

33.0%most shared, DFAS and OMFS

DFASOMFSVUG

DFAS—33.0%0.0%

OMFS33.0%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$92most kept, OMFS

OMFS$131 − $39 = $92

DFAS$104 − $30 = $74

VUG$43 − $3 = $40

KeptFee

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