OMFS vs VB

AOMFS

BVB

Measures won1–5VB wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · VB $13,413

Lowest cost0.03%VB · $3 on $10k

Most income1.31%OMFS · $131 on $10k

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

Held in common16.4%OMFS and VB

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $267MVanguard Morningstar Small-Cap ETF · $76.9B

+16.4%3 years · per year$15,756 · $16,654+18.5%

+4.8%5 years · per year$12,647 · $13,413+6.0%

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

1.31%12-mo yield$131 · $128 on $10k1.28%

−9.4%Worst dropSmaller wins−9.0%

16.9%VolatilityLower wins16.2%

1–5VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOMFS · VB

0.2%TWST0.2%

0.2%TXG0.1%

0.2%FROG0.1%

0.2%BTSG0.1%

Held in common16.4%

End-of-day Nov 6, 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%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$267M

End-of-day Nov 6, 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%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$267M

End-of-day Nov 6, 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

$12,647

Vanguard Morningstar Small-Cap

$13,414

MeasureOMFSVB

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield1.31%1.28%

5 years, per year+4.8%+6.0%

3 years, per year+16.4%+18.5%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y16.9%16.2%

5–0measures won
VB first

16.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: OMFS, VB, IWF

Today

16.4%most shared, OMFS and VB

OMFSVBIWF

OMFS—16.4%0.0%

VB16.4%—3.9%

IWF0.0%3.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

OMFS$131 − $39 = $92

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee