IWM vs OMFS

AIWM

BOMFS

Measures won2–3OMFS wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · OMFS $12,645

Lowest cost0.05%IJH · $5 on $10k

Most income1.31%OMFS · $131 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common51.0%IWM and OMFS

IWM

OMFS

iShares Russell 2000 ETF · $75.4BInvesco Russell 2000 Dynamic Multifactor ETF · $267M

+19.4%3 years · per year$17,029 · $15,800+16.5%

+4.8%5 years · per year$12,637 · $12,645+4.8%

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

1.01%12-mo yield$101 · $131 on $10k1.31%

−11.1%Worst dropSmaller wins−9.4%

18.7%VolatilityLower wins17.0%

2–3OMFS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · OMFS

0.3%UMBF0.4%

0.3%EAT1.2%

0.3%RHP0.7%

0.3%ONB0.3%

Held in common51.0%

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 Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	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
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	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
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$75.4B

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

IWM vs OMFS

IWM

iShares Russell 2000

$12,637

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,646

MeasureIWMOMFS

Fee0.19%0.39%

Cost on $10k a year$19$39

Yield1.01%1.31%

5 years, per year+4.8%+4.8%

3 years, per year+19.4%+16.5%

Worst drop · 1Y−11.1%−9.4%

Volatility · 1Y18.7%17.0%

3–2measures won
OMFS first

51.0%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWM, OMFS, IJH

Today

51.0%most shared, IWM and OMFS

IWMOMFSIJH

IWM—51.0%12.8%

OMFS51.0%—7.7%

IJH12.8%7.7%—

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

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

OMFS$131 − $39 = $92

IWM$101 − $19 = $82

KeptFee

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