OMFS vs VO

AOMFS

BVO

Measures won0–6VO wins · of 6 · 5Y

$10,000 · 5Y$14,290VO · OMFS $13,435

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%OMFS and VO

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF · $268MVanguard Morningstar Mid-Cap ETF · $103B

+18.4%3 years · per year$16,582 · $17,578+20.7%

+6.1%5 years · per year$13,435 · $14,290+7.4%

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

1.26%12-mo yield$126 · $134 on $10k1.34%

−9.4%Worst dropSmaller wins−8.2%

16.5%VolatilityLower wins12.4%

0–6VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsOMFS · VO

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
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 VO

OMFS

Invesco Russell 2000 Dynamic Multifactor

$13,435

Vanguard Morningstar Mid-Cap

$14,290

MeasureOMFSVO

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield1.26%1.34%

5 years, per year+6.1%+7.4%

3 years, per year+18.4%+20.7%

Worst drop · 1Y−9.4%−8.2%

Volatility · 1Y16.5%12.4%

5–0measures won
VO first

0.0%

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%

$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

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

Overlap: OMFS, VO

Today

0.0%most shared, OMFS and VO

OMFSVO

OMFS—0.0%

VO0.0%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

OMFS$126 − $39 = $87

KeptFee

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