IWF vs OMFS

AIWF

BOMFS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWF $16,559

Lowest cost0.03%VUG · $3 on $10k

Most income1.26%OMFS · $126 on $10k

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

Held in common0.0%IWF and OMFS

IWF

OMFS

iShares Russell 1000 Growth ETF · $121BInvesco Russell 2000 Dynamic Multifactor ETF · $268M

+22.3%3 years · per year$18,310 · $16,582+18.4%

+10.6%5 years · per year$16,559 · $13,435+6.1%

0.18%Expense ratio$18 · $39 on $10k · lower wins0.39%

0.37%12-mo yield$37 · $126 on $10k1.26%

−15.6%Worst dropSmaller wins−9.4%

18.3%VolatilityLower wins16.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWF · OMFS

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

Held in common0.0%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.26%	+1.8%	+15.7%	+18.1%	+18.4%	+6.1%	−9.4%	$268M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.26%	+1.8%	+15.7%	+18.1%	+18.4%	+6.1%	−9.4%	$268M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWF vs OMFS

IWF

iShares Russell 1000 Growth

$16,559

OMFS

Invesco Russell 2000 Dynamic Multifactor

$13,435

MeasureIWFOMFS

Fee0.18%0.39%

Cost on $10k a year$18$39

Yield0.37%1.26%

5 years, per year+10.6%+6.1%

3 years, per year+22.3%+18.4%

Worst drop · 1Y−15.6%−9.4%

Volatility · 1Y18.3%16.5%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IWF, OMFS, VUG

Today

77.4%most shared, IWF and VUG

IWFOMFSVUG

IWF—0.0%77.4%

OMFS0.0%—0.0%

VUG77.4%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$87most kept, OMFS

OMFS$126 − $39 = $87

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee