OMFS vs IWM

AOMFS

BIWM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,509IWM · OMFS $13,435

Lowest cost0.19%IWM · $19 on $10k

Most income1.26%OMFS · $126 on $10k

Smallest drop−9.4%OMFS · worst fall in 1Y

Held in common51.2%OMFS and IWM

OMFS

IWM

Invesco Russell 2000 Dynamic Multifactor ETF · $268MiShares Russell 2000 ETF · $75.8B

+18.4%3 years · per year$16,582 · $18,002+21.6%

+6.1%5 years · per year$13,435 · $13,509+6.2%

0.39%Expense ratio$39 · $19 on $10k · lower wins0.19%

1.26%12-mo yield$126 · $96 on $10k0.96%

−9.4%Worst dropSmaller wins−11.1%

16.5%VolatilityLower wins18.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOMFS · IWM

0.4%UMBF0.3%

0.7%RHP0.3%

1.2%EAT0.3%

0.3%ONB0.3%

Held in common51.2%

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	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
2	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk		0.39%	1.26%	+1.8%	+15.7%	+18.1%	+18.4%	+6.1%	−9.4%	$268M

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	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B
2	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk		0.39%	1.26%	+1.8%	+15.7%	+18.1%	+18.4%	+6.1%	−9.4%	$268M

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

OMFS vs IWM

OMFS

Invesco Russell 2000 Dynamic Multifactor

$13,435

IWM

iShares Russell 2000

$13,509

MeasureOMFSIWM

Fee0.39%0.19%

Cost on $10k a year$39$19

Yield1.26%0.96%

5 years, per year+6.1%+6.2%

3 years, per year+18.4%+21.6%

Worst drop · 1Y−9.4%−11.1%

Volatility · 1Y16.5%18.2%

3–3measures won
level

51.2%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: OMFS, IWM

Today

51.2%most shared, OMFS and IWM

OMFSIWM

OMFS—51.2%

IWM51.2%—

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

Income After Fees on $10,000

$87most kept, OMFS

OMFS$126 − $39 = $87

IWM$96 − $19 = $77

KeptFee

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