OMFS vs VBR

AOMFS

BVBR

Measures won0–6VBR wins · of 6 · 5Y

$10,000 · 5Y$15,143VBR · OMFS $12,645

Lowest cost0.05%VBR · $5 on $10k

Most income1.83%VBR · $183 on $10k

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

Held in common15.6%OMFS and VBR

OMFS

VBR

Invesco Russell 2000 Dynamic Multifactor ETF · $267MVanguard Morningstar Small-Cap Value ETF · $35.1B

+16.5%3 years · per year$15,800 · $16,965+19.3%

+4.8%5 years · per year$12,645 · $15,143+8.7%

0.39%Expense ratio$39 · $5 on $10k · lower wins0.05%

1.31%12-mo yield$131 · $183 on $10k1.83%

−9.4%Worst dropSmaller wins−8.9%

17.0%VolatilityLower wins14.3%

0–6VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsOMFS · VBR

0.4%UMBF0.2%

0.3%ONB0.2%

1.4%FCFS0.2%

0.2%JXN0.2%

Held in common15.6%

End-of-day Nov 5, 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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
2	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk		0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$267M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
2	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk		0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$267M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OMFS vs VBR

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,646

VBR

Vanguard Morningstar Small-Cap Value

$15,143

MeasureOMFSVBR

Fee0.39%0.05%

Cost on $10k a year$39$5

Yield1.31%1.83%

5 years, per year+4.8%+8.7%

3 years, per year+16.5%+19.3%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y17.0%14.3%

6–0measures won
VBR first

15.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: OMFS, VBR

Today

15.6%most shared, OMFS and VBR

OMFSVBR

OMFS—15.6%

VBR15.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

OMFS$131 − $39 = $92

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee