OMFS vs IJH

AOMFS

BIJH

Measures won1–5IJH wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · OMFS $12,647

Lowest cost0.05%IJH · $5 on $10k

Most income1.31%OMFS · $131 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common7.7%OMFS and IJH

OMFS

IJH

Invesco Russell 2000 Dynamic Multifactor ETF · $267MiShares Core S&P Mid-Cap ETF · $121B

+16.4%3 years · per year$15,756 · $15,806+16.5%

+4.8%5 years · per year$12,647 · $13,830+6.7%

0.39%Expense ratio$39 · $5 on $10k · lower wins0.05%

1.31%12-mo yield$131 · $126 on $10k1.26%

−9.4%Worst dropSmaller wins−8.8%

16.9%VolatilityLower wins15.5%

1–5IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsOMFS · IJH

0.4%UMBF0.3%

1.2%EAT0.3%

1.7%CTRE0.3%

0.3%ONB0.3%

Held in common7.7%

End-of-day Nov 6, 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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk		0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$267M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk		0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$267M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OMFS vs IJH

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,647

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureOMFSIJH

Fee0.39%0.05%

Cost on $10k a year$39$5

Yield1.31%1.26%

5 years, per year+4.8%+6.7%

3 years, per year+16.4%+16.5%

Worst drop · 1Y−9.4%−8.8%

Volatility · 1Y16.9%15.5%

5–0measures won
IJH first

7.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: OMFS, IJH

Today

7.7%most shared, OMFS and IJH

OMFSIJH

OMFS—7.7%

IJH7.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

OMFS$131 − $39 = $92

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee