IWM vs OMFS

AIWM

BOMFS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,590VO · IWM $12,766

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common51.1%IWM and OMFS

IWM

OMFS

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

+19.6%3 years · per year$17,100 · $15,756+16.4%

+5.0%5 years · per year$12,766 · $12,647+4.8%

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

1.00%12-mo yield$100 · $131 on $10k1.31%

−11.1%Worst dropSmaller wins−9.4%

18.7%VolatilityLower wins16.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · OMFS

0.3%UMBF0.4%

0.3%EAT1.2%

0.3%RHP0.8%

0.3%CTRE1.7%

Held in common51.1%

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 Three

5Y3 funds

#
1	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B
3	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 Three

5Y3 funds

#
1	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$75.4B
3	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

IWM vs OMFS

IWM

iShares Russell 2000

$12,766

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,647

MeasureIWMOMFS

Fee0.19%0.39%

Cost on $10k a year$19$39

Yield1.00%1.31%

5 years, per year+5.0%+4.8%

3 years, per year+19.6%+16.4%

Worst drop · 1Y−11.1%−9.4%

Volatility · 1Y18.7%16.9%

3–3measures won
level

51.1%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWM, OMFS, VO

Today

51.1%most shared, IWM and OMFS

IWMOMFSVO

IWM—51.1%0.0%

OMFS51.1%—0.0%

VO0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

OMFS$131 − $39 = $92

IWM$100 − $19 = $81

KeptFee

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