OMFS vs VB

AOMFS

BVB

Measures won1–5VB wins · of 6 · 5Y

$10,000 · 5Y$14,105VB · OMFS $13,435

Lowest cost0.03%VB · $3 on $10k

Most income1.26%OMFS · $126 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common16.5%OMFS and VB

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $268MVanguard Morningstar Small-Cap ETF · $76.9B

+18.4%3 years · per year$16,582 · $17,489+20.5%

+6.1%5 years · per year$13,435 · $14,105+7.1%

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

1.26%12-mo yield$126 · $123 on $10k1.23%

−9.4%Worst dropSmaller wins−9.0%

16.5%VolatilityLower wins15.7%

1–5VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsOMFS · VB

0.2%TWST0.2%

0.3%TXG0.1%

0.3%FROG0.1%

0.1%MOG-A0.1%

Held in common16.5%

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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
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	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
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 VB

OMFS

Invesco Russell 2000 Dynamic Multifactor

$13,435

Vanguard Morningstar Small-Cap

$14,105

MeasureOMFSVB

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield1.26%1.23%

5 years, per year+6.1%+7.1%

3 years, per year+18.4%+20.5%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y16.5%15.7%

5–1measures won
VB first

16.5%

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, VB

Today

16.5%most shared, OMFS and VB

OMFSVB

OMFS—16.5%

VB16.5%—

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

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

OMFS$126 − $39 = $87

KeptFee

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