IWM vs OMFS

AIWM

BOMFS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,803VTV · IWF $15,699

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common50.8%IWM and OMFS

IWM

OMFS

iShares Russell 2000 ETF · $77.9BInvesco Russell 2000 Dynamic Multifactor ETF · $258M

+18.5%3 years · per year$16,624 · $15,454+15.6%

+4.9%5 years · per year$12,731 · $12,575+4.7%

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

0.97%12-mo yield$97 · $127 on $10k1.27%

−11.1%Worst dropSmaller wins−9.4%

18.8%VolatilityLower wins17.0%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIWM · OMFS

0.4%FROG0.3%

0.3%UMBF0.4%

0.3%CTRE1.7%

0.3%RHP0.7%

Held in common50.8%

End-of-day Nov 10, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	−0.7%	+14.8%	+17.3%	+18.5%	+4.9%	−11.1%	$77.9B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.27%	−0.4%	+14.5%	+17.4%	+15.6%	+4.7%	−9.4%	$258M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	−0.7%	+14.8%	+17.3%	+18.5%	+4.9%	−11.1%	$77.9B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.27%	−0.4%	+14.5%	+17.4%	+15.6%	+4.7%	−9.4%	$258M

End-of-day Nov 10, 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

$12,731

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,575

MeasureIWMOMFS

Fee0.19%0.39%

Cost on $10k a year$19$39

Yield0.97%1.27%

5 years, per year+4.9%+4.7%

3 years, per year+18.5%+15.6%

Worst drop · 1Y−11.1%−9.4%

Volatility · 1Y18.8%17.0%

3–3measures won
level

50.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

+14.8%Year to date+14.8%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

Overlap: IWM, OMFS, VTV, IWF

Today

50.8%most shared, IWM and OMFS

IWMOMFSVTVIWF

IWM—50.8%0.0%0.0%

OMFS50.8%—0.0%0.0%

VTV0.0%0.0%—11.8%

IWF0.0%0.0%11.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

OMFS$127 − $39 = $88

IWM$97 − $19 = $78

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee