IVV vs OMFS

AIVV

BOMFS

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.31%OMFS · $131 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.0%IVV and OMFS

IVV

OMFS

iShares Core S&P 500 ETF · $850BInvesco Russell 2000 Dynamic Multifactor ETF · $267M

+22.1%3 years · per year$18,221 · $15,800+16.5%

+11.4%5 years · per year$17,151 · $12,645+4.8%

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

1.14%12-mo yield$114 · $131 on $10k1.31%

−8.9%Worst dropSmaller wins−9.4%

13.6%VolatilityLower wins17.0%

5–1IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · 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 Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$267M

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$267M

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

IVV vs OMFS

IVV

iShares Core S&P 500

$17,152

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,646

MeasureIVVOMFS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield1.14%1.31%

5 years, per year+11.4%+4.8%

3 years, per year+22.1%+16.5%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.6%17.0%

5–1measures won
IVV first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, OMFS, VTI, VOO

Today

93.5%most shared, IVV and VOO

IVVOMFSVTIVOO

IVV—0.0%86.5%93.5%

OMFS0.0%—2.5%0.0%

VTI86.5%2.5%—89.0%

VOO93.5%0.0%89.0%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

VTI$110 − $3 = $107

OMFS$131 − $39 = $92

KeptFee

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