IVV vs OMFS

AIVV

BOMFS

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · 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

+21.8%3 years · per year$18,084 · $15,756+16.4%

+11.4%5 years · per year$17,177 · $12,647+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 wins16.9%

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 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$267M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$267M

End-of-day Nov 6, 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

$17,177

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,647

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+21.8%+16.4%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.6%16.9%

5–1measures won
IVV first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, OMFS, VTV, VOO

Today

92.2%most shared, IVV and VOO

IVVOMFSVTVVOO

IVV—0.0%44.0%92.2%

OMFS0.0%—0.0%0.0%

VTV44.0%0.0%—41.1%

VOO92.2%0.0%41.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IVV$114 − $3 = $111

VOO$110 − $3 = $107

OMFS$131 − $39 = $92

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee