OMFL vs SPY

AOMFL

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · OMFL $15,228

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

Smallest drop−7.6%OMFL · worst fall in 1Y

Held in common67.0%OMFL and SPY

OMFL

SPY

Invesco Russell 1000 Dynamic Multifactor ETF · $4.6BState Street SPDR S&P 500 ETF · $778B

+17.7%3 years · per year$16,299 · $18,118+21.9%

+8.8%5 years · per year$15,228 · $17,493+11.8%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

0.82%12-mo yield$82 · $101 on $10k1.01%

−7.6%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.7%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsOMFL · SPY

9.3%AAPL7.9%

6.8%MSFT6.2%

4.5%NVDA7.1%

2.5%GOOGL2.6%

Held in common67.0%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AOMFL	Invesco Russell 1000 Dynamic Multifactor ETFRead Desk		0.29%	0.82%	+2.2%	+17.2%	+20.7%	+17.7%	+8.8%	−7.6%	$4.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AOMFL	Invesco Russell 1000 Dynamic Multifactor ETFRead Desk		0.29%	0.82%	+2.2%	+17.2%	+20.7%	+17.7%	+8.8%	−7.6%	$4.6B

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

OMFL vs SPY

OMFL

Invesco Russell 1000 Dynamic Multifactor

$15,228

SPY

SPDR S&P 500

$17,493

MeasureOMFLSPY

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield0.82%1.01%

5 years, per year+8.8%+11.8%

3 years, per year+17.7%+21.9%

Worst drop · 1Y−7.6%−8.9%

Volatility · 1Y13.3%13.7%

4–2measures won
SPY first

67.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: OMFL, SPY

Today

67.0%most shared, OMFL and SPY

OMFLSPY

OMFL—67.0%

SPY67.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

OMFL$82 − $29 = $53

KeptFee

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