OMFS vs VTI

AOMFS

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$16,332VTI · OMFS $12,645

Lowest cost0.03%VTI · $3 on $10k

Most income1.31%OMFS · $131 on $10k

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

Held in common2.5%OMFS and VTI

OMFS

VTI

Invesco Russell 2000 Dynamic Multifactor ETF · $268MVanguard Morningstar Total Stock Market ETF · $689B

+16.5%3 years · per year$15,800 · $18,113+21.9%

+4.8%5 years · per year$12,645 · $16,332+10.3%

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

1.31%12-mo yield$131 · $110 on $10k1.10%

−9.4%Worst dropSmaller wins−8.9%

17.0%VolatilityLower wins13.7%

1–5VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsOMFS · VTI

0.2%TWST0.0%

0.3%TXG0.0%

0.1%MOG-A0.0%

0.3%FROG0.0%

Held in common2.5%

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
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%	$268M

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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
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%	$268M

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 VTI

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,646

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureOMFSVTI

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield1.31%1.10%

5 years, per year+4.8%+10.3%

3 years, per year+16.5%+21.9%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y17.0%13.7%

5–1measures won
VTI first

2.5%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$97.0B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: OMFS, VTI

Today

2.5%most shared, OMFS and VTI

OMFSVTI

OMFS—2.5%

VTI2.5%—

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

Income After Fees on $10,000

$107most kept, VTI

VTI$110 − $3 = $107

OMFS$131 − $39 = $92

KeptFee

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