OMFS vs SPY5YOMFSOMFSAvsBSPYSPYInvesco Russell 2000 Dynamic Multifactor ETF · $266MState Street SPDR S&P 500 ETF · $806BReturns · dividends in+16.2%3 years · per year$15,688 · $17,889+21.4%+3.5%5 years · per year$11,904 · $17,214+11.5%Cost and income0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%1.28%
Overlap: OMFS, SPY, VTVToday43.6%most shared, SPY and VTVOMFSSPYVTVOMFS—0.0%0.0%SPY0.0%—43.6%VTV0.0%43.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
OMFS vs SPY5YAOMFSInvesco Russell 2000 Dynamic Multifactor$11,904vsSPYBSPDR S&P 500$17,214$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3AOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.28%−0.1%+13.6%+16.0%+16.2%+3.5%−9.4%$266MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3AOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.28%−0.1%+13.6%+16.0%+16.2%+3.5%−9.4%$266MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: OMFS, SPY, VTVToday43.6%most shared, SPY and VTVOMFSSPYVTVOMFS—0.0%0.0%SPY0.0%—43.6%VTV0.0%43.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178SPY$101 − $9 = $92OMFS$128 − $39 = $89KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee