OMFL vs SCHD

AOMFL

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · OMFL $15,906

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.9%OMFL and SCHD

OMFL

SCHD

Invesco Russell 1000 Dynamic Multifactor ETF · $4.7BSchwab U.S. Dividend Equity ETF · $123B

+19.6%3 years · per year$17,115 · $17,908+21.4%

+9.7%5 years · per year$15,906 · $16,881+11.0%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

0.81%12-mo yield$81 · $291 on $10k2.91%

−7.6%Worst dropSmaller wins−6.9%

12.6%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsOMFL · SCHD

1.0%PG4.3%

0.7%QCOM3.8%

0.6%TXN4.8%

0.6%MO3.0%

Held in common8.9%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AOMFL	Invesco Russell 1000 Dynamic Multifactor ETFRead Desk		0.29%	0.81%	+2.2%	+19.0%	+21.2%	+19.6%	+9.7%	−7.6%	$4.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AOMFL	Invesco Russell 1000 Dynamic Multifactor ETFRead Desk		0.29%	0.81%	+2.2%	+19.0%	+21.2%	+19.6%	+9.7%	−7.6%	$4.7B

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

OMFL vs SCHD

OMFL

Invesco Russell 1000 Dynamic Multifactor

$15,906

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureOMFLSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield0.81%2.91%

5 years, per year+9.7%+11.0%

3 years, per year+19.6%+21.4%

Worst drop · 1Y−7.6%−6.9%

Volatility · 1Y12.6%11.5%

6–0measures won
SCHD first

8.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: OMFL, SCHD

Today

8.9%most shared, OMFL and SCHD

OMFLSCHD

OMFL—8.9%

SCHD8.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

OMFL$81 − $29 = $52

KeptFee

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