OMFS vs VUG

AOMFS

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.31%OMFS · $131 on $10k

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

Held in common0.0%OMFS and VUG

OMFS

VUG

Invesco Russell 2000 Dynamic Multifactor ETF · $268MVanguard Morningstar Growth ETF · $233B

+16.5%3 years · per year$15,800 · $18,532+22.8%

+4.8%5 years · per year$12,645 · $16,052+9.9%

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

1.31%12-mo yield$131 · $43 on $10k0.43%

−9.4%Worst dropSmaller wins−15.1%

17.0%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOMFS · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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 VUG

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,646

VUG

Vanguard Morningstar Growth

$16,052

MeasureOMFSVUG

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield1.31%0.43%

5 years, per year+4.8%+9.9%

3 years, per year+16.5%+22.8%

Worst drop · 1Y−9.4%−15.1%

Volatility · 1Y17.0%19.0%

3–3measures won
level

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: OMFS, VUG, VOO

Today

58.2%most shared, VUG and VOO

OMFSVUGVOO

OMFS—0.0%0.0%

VUG0.0%—58.2%

VOO0.0%58.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

OMFS$131 − $39 = $92

VUG$43 − $3 = $40

KeptFee

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