SCHD vs OMFS

ASCHD

BOMFS

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · OMFS $12,645

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.2%SCHD and OMFS

SCHD

OMFS

Schwab U.S. Dividend Equity ETF · $120BInvesco Russell 2000 Dynamic Multifactor ETF · $267M

+20.3%3 years · per year$17,414 · $15,800+16.5%

+10.4%5 years · per year$16,375 · $12,645+4.8%

0.06%Expense ratio$6 · $39 on $10k · lower wins0.39%

2.98%12-mo yield$298 · $131 on $10k1.31%

−6.9%Worst dropSmaller wins−9.4%

11.7%VolatilityLower wins17.0%

6–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · OMFS

0.1%MUR0.1%

0.1%MC0.9%

0.1%KFY0.1%

0.1%CVBF0.2%

Held in common1.2%

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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BOMFS	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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BOMFS	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

SCHD vs OMFS

SCHD

Schwab U.S. Dividend Equity

$16,375

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,646

MeasureSCHDOMFS

Fee0.06%0.39%

Cost on $10k a year$6$39

Yield2.98%1.31%

5 years, per year+10.4%+4.8%

3 years, per year+20.3%+16.5%

Worst drop · 1Y−6.9%−9.4%

Volatility · 1Y11.7%17.0%

6–0measures won
SCHD first

1.2%

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: SCHD, OMFS

Today

1.2%most shared, SCHD and OMFS

SCHDOMFS

SCHD—1.2%

OMFS1.2%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

OMFS$131 − $39 = $92

KeptFee

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