SPY vs OMFS

ASPY

BOMFS

Measures won5–1SPY wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income1.27%OMFS · $127 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

+21.9%3 years · per year$18,118 · $15,888+16.7%

+11.8%5 years · per year$17,493 · $12,643+4.8%

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

1.01%12-mo yield$101 · $127 on $10k1.27%

−8.9%Worst dropSmaller wins−9.4%

13.7%VolatilityLower wins17.0%

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 9, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.27%	+3.0%	+15.0%	+19.0%	+16.7%	+4.8%	−9.4%	$258M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.27%	+3.0%	+15.0%	+19.0%	+16.7%	+4.8%	−9.4%	$258M

End-of-day Nov 9, 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

$17,493

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,643

MeasureSPYOMFS

Fee0.09%0.39%

Cost on $10k a year$9$39

Yield1.01%1.27%

5 years, per year+11.8%+4.8%

3 years, per year+21.9%+16.7%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.7%17.0%

5–1measures won
SPY first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

Overlap: SPY, OMFS, VOO, VUG

Today

92.2%most shared, SPY and VOO

SPYOMFSVOOVUG

SPY—0.0%92.2%54.8%

OMFS0.0%—0.0%0.0%

VOO92.2%0.0%—58.2%

VUG54.8%0.0%58.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

OMFS$127 − $39 = $88

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee