SPY vs OMFS5YSPYSPYAvsBOMFSOMFSState Street SPDR S&P 500 ETF · $793BInvesco Russell 2000 Dynamic Multifactor ETF · $264MReturns · dividends in+21.8%3 years · per year$18,083 · $15,665+16.1%+11.8%5 years · per year$17,481 · $12,382+4.4%Cost and income0.09%Expense ratio$9 · $39 on $10k · lower wins0.39%1.00%12-mo yield$100 · $127 on $10k
Overlap: SPY, OMFS, VUGToday55.0%most shared, SPY and VUGSPYOMFSVUGSPY—0.0%55.0%OMFS0.0%—0.0%VUG55.0%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SPY vs OMFS5YASPYSPDR S&P 500$17,481vsOMFSBInvesco Russell 2000 Dynamic Multifactor$12,382$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$793.2B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B3BOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.27%+0.6%+15.1%+17.0%+16.1%+4.4%−9.4%$264MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$793.2B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B3BOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.27%+0.6%+15.1%+17.0%+16.1%+4.4%−9.4%$264MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
Overlap: SPY, OMFS, VUGToday55.0%most shared, SPY and VUGSPYOMFSVUGSPY—0.0%55.0%OMFS0.0%—0.0%VUG55.0%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$91most kept, SPYSPY$100 − $9 = $91OMFS$127 − $39 = $88VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee