IWM vs OMFS

AIWM

BOMFS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,509IWM · OMFS $13,435

Lowest cost0.19%IWM · $19 on $10k

Most income1.26%OMFS · $126 on $10k

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

Held in common51.2%IWM and OMFS

IWM

OMFS

iShares Russell 2000 ETF · $75.8BInvesco Russell 2000 Dynamic Multifactor ETF · $268M

+21.6%3 years · per year$18,002 · $16,582+18.4%

+6.2%5 years · per year$13,509 · $13,435+6.1%

0.19%Expense ratio$19 · $39 on $10k · lower wins0.39%

0.96%12-mo yield$96 · $126 on $10k1.26%

−11.1%Worst dropSmaller wins−9.4%

18.2%VolatilityLower wins16.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWM · OMFS

0.3%UMBF0.4%

0.3%RHP0.7%

0.3%EAT1.2%

0.3%ONB0.3%

Held in common51.2%

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

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
2	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

Both

5Y2 funds

#			Trend
1	AIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
2	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

IWM vs OMFS

IWM

iShares Russell 2000

$13,509

OMFS

Invesco Russell 2000 Dynamic Multifactor

$13,435

MeasureIWMOMFS

Fee0.19%0.39%

Cost on $10k a year$19$39

Yield0.96%1.26%

5 years, per year+6.2%+6.1%

3 years, per year+21.6%+18.4%

Worst drop · 1Y−11.1%−9.4%

Volatility · 1Y18.2%16.5%

3–3measures won
level

51.2%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IWM, OMFS

Today

51.2%most shared, IWM and OMFS

IWMOMFS

IWM—51.2%

OMFS51.2%—

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

IWM$96 − $19 = $77

KeptFee

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