OMFS vs SPY

AOMFS

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · OMFS $13,435

Lowest cost0.09%SPY · $9 on $10k

Most income1.26%OMFS · $126 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%OMFS and SPY

OMFS

SPY

Invesco Russell 2000 Dynamic Multifactor ETF · $268MState Street SPDR S&P 500 ETF · $805B

+18.4%3 years · per year$16,582 · $19,132+24.1%

+6.1%5 years · per year$13,435 · $18,060+12.6%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

1.26%12-mo yield$126 · $99 on $10k0.99%

−9.4%Worst dropSmaller wins−8.9%

16.5%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsOMFS · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
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 SPY

OMFS

Invesco Russell 2000 Dynamic Multifactor

$13,435

SPY

SPDR S&P 500

$18,060

MeasureOMFSSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield1.26%0.99%

5 years, per year+6.1%+12.6%

3 years, per year+18.4%+24.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y16.5%12.9%

5–1measures won
SPY first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: OMFS, SPY

Today

0.0%most shared, OMFS and SPY

OMFSSPY

OMFS—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

OMFS$126 − $39 = $87

KeptFee

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