IVV vs OMFS

AIVV

BOMFS

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

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

+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	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
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	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
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, OMFS, VUG, VTI

Today

85.5%most shared, IVV and VTI

IVVOMFSVUGVTI

IVV—0.0%54.8%85.5%

OMFS0.0%—0.0%2.5%

VUG54.8%0.0%—52.8%

VTI85.5%2.5%52.8%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$109 − $3 = $106

OMFS$131 − $39 = $92

VUG$42 − $3 = $39

KeptFee

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