VB vs OMFS

AVB

BOMFS

Measures won5–1VB wins · of 6 · 5Y

$10,000 · 5Y$14,620IJH · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income1.26%OMFS · $126 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common16.5%VB and OMFS

OMFS

Vanguard Morningstar Small-Cap ETF · $76.9BInvesco Russell 2000 Dynamic Multifactor ETF · $268M

+20.5%3 years · per year$17,489 · $16,582+18.4%

+7.1%5 years · per year$14,105 · $13,435+6.1%

0.03%Expense ratio$3 · $39 on $10k · lower wins0.39%

1.23%12-mo yield$123 · $126 on $10k1.26%

−9.0%Worst dropSmaller wins−9.4%

15.7%VolatilityLower wins16.5%

5–1VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · OMFS

0.2%TWST0.2%

0.1%TXG0.3%

0.1%FROG0.3%

0.1%MOG-A0.1%

Held in common16.5%

End-of-day Nov 4, 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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.26%	+1.8%	+15.7%	+18.1%	+18.4%	+6.1%	−9.4%	$268M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.26%	+1.8%	+15.7%	+18.1%	+18.4%	+6.1%	−9.4%	$268M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VB vs OMFS

Vanguard Morningstar Small-Cap

$14,105

OMFS

Invesco Russell 2000 Dynamic Multifactor

$13,435

MeasureVBOMFS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield1.23%1.26%

5 years, per year+7.1%+6.1%

3 years, per year+20.5%+18.4%

Worst drop · 1Y−9.0%−9.4%

Volatility · 1Y15.7%16.5%

5–1measures won
VB first

16.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VB, OMFS, IJH

Today

41.6%most shared, VB and IJH

VBOMFSIJH

VB—16.5%41.6%

OMFS16.5%—7.6%

IJH41.6%7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

IJH$121 − $5 = $116

OMFS$126 − $39 = $87

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee