IWM vs OMFS

AIWM

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 common51.2%IWM and OMFS

IWM

OMFS

iShares Russell 2000 ETF · $77.4BInvesco 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 yearsAll four, one 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

All Four

5Y4 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	IWF	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	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
4	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 Four

5Y4 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	IWF	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	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
4	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

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IWM, OMFS, VUG, IWF

Today

77.4%most shared, VUG and IWF

IWMOMFSVUGIWF

IWM—51.2%0.0%0.0%

OMFS51.2%—0.0%0.0%

VUG0.0%0.0%—77.4%

IWF0.0%0.0%77.4%—

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

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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