OMFS vs SPYM

AOMFS

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · OMFS $13,435

Lowest cost0.02%SPYM · $2 on $10k

Most income1.26%OMFS · $126 on $10k

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

Held in common0.0%OMFS and SPYM

OMFS

SPYM

Invesco Russell 2000 Dynamic Multifactor ETF · $268MState Street SPDR Portfolio S&P 500 ETF · $182B

+18.4%3 years · per year$16,582 · $19,186+24.3%

+6.1%5 years · per year$13,435 · $18,126+12.6%

0.39%Expense ratio$39 · $2 on $10k · lower wins0.02%

1.26%12-mo yield$126 · $101 on $10k1.01%

−9.4%Worst dropSmaller wins−8.9%

16.5%VolatilityLower wins12.8%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsOMFS · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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 SPYM

OMFS

Invesco Russell 2000 Dynamic Multifactor

$13,435

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureOMFSSPYM

Fee0.39%0.02%

Cost on $10k a year$39$2

Yield1.26%1.01%

5 years, per year+6.1%+12.6%

3 years, per year+18.4%+24.3%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y16.5%12.8%

5–1measures won
SPYM 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, SPYM

Today

0.0%most shared, OMFS and SPYM

OMFSSPYM

OMFS—0.0%

SPYM0.0%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

OMFS$126 − $39 = $87

KeptFee

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