OMFL vs USMV

AOMFL

BUSMV

Measures won2–4USMV wins · of 6 · 5Y

$10,000 · 5Y$15,228OMFL · USMV $14,412

Lowest cost0.15%USMV · $15 on $10k

Most income1.37%USMV · $137 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common37.6%OMFL and USMV

OMFL

USMV

Invesco Russell 1000 Dynamic Multifactor ETF · $4.6BiShares MSCI USA Min Vol Factor ETF · $24.1B

+17.7%3 years · per year$16,299 · $14,761+13.9%

+8.8%5 years · per year$15,228 · $14,412+7.6%

0.29%Expense ratio$29 · $15 on $10k · lower wins0.15%

0.82%12-mo yield$82 · $137 on $10k1.37%

−7.6%Worst dropSmaller wins−6.5%

13.3%VolatilityLower wins9.3%

2–4USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsOMFL · USMV

6.8%MSFT1.6%

1.6%JNJ1.5%

2.6%MA1.4%

1.3%XOM1.4%

Held in common37.6%

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	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
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	+1.7%	+10.5%	+13.1%	+13.9%	+7.6%	−6.5%	$24.1B

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	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
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	+1.7%	+10.5%	+13.1%	+13.9%	+7.6%	−6.5%	$24.1B

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 USMV

OMFL

Invesco Russell 1000 Dynamic Multifactor

$15,228

USMV

iShares MSCI USA Min Vol Factor

$14,412

MeasureOMFLUSMV

Fee0.29%0.15%

Cost on $10k a year$29$15

Yield0.82%1.37%

5 years, per year+8.8%+7.6%

3 years, per year+17.7%+13.9%

Worst drop · 1Y−7.6%−6.5%

Volatility · 1Y13.3%9.3%

4–2measures won
USMV first

37.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

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

Overlap: OMFL, USMV

Today

37.6%most shared, OMFL and USMV

OMFLUSMV

OMFL—37.6%

USMV37.6%—

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

OMFL$82 − $29 = $53

KeptFee

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