OMFS vs VIG

AOMFS

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · OMFS $13,435

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.9%OMFS and VIG

OMFS

VIG

Invesco Russell 2000 Dynamic Multifactor ETF · $268MVanguard Dividend Appreciation ETF · $109B

+18.4%3 years · per year$16,582 · $17,533+20.6%

+6.1%5 years · per year$13,435 · $17,005+11.2%

0.39%Expense ratio$39 · $4 on $10k · lower wins0.04%

1.26%12-mo yield$126 · $144 on $10k1.44%

−9.4%Worst dropSmaller wins−7.9%

16.5%VolatilityLower wins10.2%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsOMFS · VIG

0.4%UMBF0.0%

0.4%MATX0.0%

0.0%NPO0.0%

0.1%GATX0.0%

Held in common0.9%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
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 VIG

OMFS

Invesco Russell 2000 Dynamic Multifactor

$13,435

VIG

Vanguard Dividend Appreciation

$17,005

MeasureOMFSVIG

Fee0.39%0.04%

Cost on $10k a year$39$4

Yield1.26%1.44%

5 years, per year+6.1%+11.2%

3 years, per year+18.4%+20.6%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y16.5%10.2%

6–0measures won
VIG first

0.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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, VIG

Today

0.9%most shared, OMFS and VIG

OMFSVIG

OMFS—0.9%

VIG0.9%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

OMFS$126 − $39 = $87

KeptFee

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