IWM vs OMFS

AIWM

BOMFS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common51.0%IWM and OMFS

IWM

OMFS

iShares Russell 2000 ETF · $76.6BInvesco Russell 2000 Dynamic Multifactor ETF · $258M

+19.8%3 years · per year$17,194 · $15,881+16.7%

+5.1%5 years · per year$12,845 · $12,638+4.8%

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

0.3%UMBF0.4%

0.4%FROG0.3%

0.3%CTRE1.8%

0.3%EAT1.2%

Held in common51.0%

End-of-day Nov 9, 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%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.27%	+2.9%	+14.9%	+18.9%	+16.7%	+4.8%	−9.4%	$258M

End-of-day Nov 9, 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%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.97%	+3.2%	+15.5%	+18.7%	+19.8%	+5.1%	−11.1%	$76.6B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.27%	+2.9%	+14.9%	+18.9%	+16.7%	+4.8%	−9.4%	$258M

End-of-day Nov 9, 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

$12,845

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,638

MeasureIWMOMFS

Fee0.19%0.39%

Cost on $10k a year$19$39

Yield0.97%1.27%

5 years, per year+5.1%+4.8%

3 years, per year+19.8%+16.7%

Worst drop · 1Y−11.1%−9.4%

Volatility · 1Y18.8%17.0%

3–3measures won
level

51.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

Overlap: IWM, OMFS, VUG, VTV

Today

51.0%most shared, IWM and OMFS

IWMOMFSVUGVTV

IWM—51.0%0.0%0.0%

OMFS51.0%—0.0%0.0%

VUG0.0%0.0%—1.9%

VTV0.0%0.0%1.9%—

End-of-day Nov 9, 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

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee