SPY vs OMFS

ASPY

BOMFS

Measures won5–1SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.31%OMFS · $131 on $10k

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

Held in common0.0%SPY and OMFS

SPY

OMFS

State Street SPDR S&P 500 ETF · $778BInvesco Russell 2000 Dynamic Multifactor ETF · $258M

+21.7%3 years · per year$18,039 · $15,756+16.4%

+11.3%5 years · per year$17,118 · $12,647+4.8%

0.09%Expense ratio$9 · $39 on $10k · lower wins0.39%

1.03%12-mo yield$103 · $131 on $10k1.31%

−8.9%Worst dropSmaller wins−9.4%

13.6%VolatilityLower wins16.9%

5–1SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSPY · OMFS

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

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$258M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$258M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs OMFS

SPY

SPDR S&P 500

$17,118

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,647

MeasureSPYOMFS

Fee0.09%0.39%

Cost on $10k a year$9$39

Yield1.03%1.31%

5 years, per year+11.3%+4.8%

3 years, per year+21.7%+16.4%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.6%16.9%

5–1measures won
SPY first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: SPY, OMFS, IVV, VUG

Today

99.9%most shared, SPY and IVV

SPYOMFSIVVVUG

SPY—0.0%99.9%54.8%

OMFS0.0%—0.0%0.0%

IVV99.9%0.0%—54.8%

VUG54.8%0.0%54.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

OMFS$131 − $39 = $92

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee