OMFS vs IWM

AOMFS

BIWM

Measures won3–2OMFS wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · OMFS $12,645

Lowest cost0.18%IWF · $18 on $10k

Most income1.31%OMFS · $131 on $10k

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

Held in common51.0%OMFS and IWM

OMFS

IWM

Invesco Russell 2000 Dynamic Multifactor ETF · $268MiShares Russell 2000 ETF · $77.4B

+16.5%3 years · per year$15,800 · $17,029+19.4%

+4.8%5 years · per year$12,645 · $12,637+4.8%

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

1.31%12-mo yield$131 · $101 on $10k1.01%

−9.4%Worst dropSmaller wins−11.1%

17.0%VolatilityLower wins18.7%

3–2OMFS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOMFS · IWM

0.4%UMBF0.3%

1.2%EAT0.3%

0.7%RHP0.3%

0.3%ONB0.3%

Held in common51.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$268M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$268M
3	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B

End-of-day Nov 5, 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

$12,646

IWM

iShares Russell 2000

$12,637

MeasureOMFSIWM

Fee0.39%0.19%

Cost on $10k a year$39$19

Yield1.31%1.01%

5 years, per year+4.8%+4.8%

3 years, per year+16.5%+19.4%

Worst drop · 1Y−9.4%−11.1%

Volatility · 1Y17.0%18.7%

3–2measures won
OMFS first

51.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: OMFS, IWM, IWF

Today

51.0%most shared, OMFS and IWM

OMFSIWMIWF

OMFS—51.0%0.0%

IWM51.0%—0.0%

IWF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, OMFS

OMFS$131 − $39 = $92

IWM$101 − $19 = $82

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee