VB vs OMFS

AVB

BOMFS

Measures won5–1VB wins · of 6 · 5Y

$10,000 · 5Y$13,413VB · IJR $13,170

Lowest cost0.03%VB · $3 on $10k

Most income1.31%OMFS · $131 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common16.4%VB and OMFS

OMFS

Vanguard Morningstar Small-Cap ETF · $76.9BInvesco Russell 2000 Dynamic Multifactor ETF · $267M

+18.5%3 years · per year$16,654 · $15,756+16.4%

+6.0%5 years · per year$13,413 · $12,647+4.8%

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

1.28%12-mo yield$128 · $131 on $10k1.31%

−9.0%Worst dropSmaller wins−9.4%

16.2%VolatilityLower wins16.9%

5–1VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · OMFS

0.2%TWST0.2%

0.1%TXG0.2%

0.1%FROG0.2%

0.1%BTSG0.2%

Held in common16.4%

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 Three

5Y3 funds

#
1	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$267M

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

All Three

5Y3 funds

#
1	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$267M

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

VB vs OMFS

Vanguard Morningstar Small-Cap

$13,414

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,647

MeasureVBOMFS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield1.28%1.31%

5 years, per year+6.0%+4.8%

3 years, per year+18.5%+16.4%

Worst drop · 1Y−9.0%−9.4%

Volatility · 1Y16.2%16.9%

5–0measures won
VB first

16.4%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VB, OMFS, IJR

Today

37.2%most shared, OMFS and IJR

VBOMFSIJR

VB—16.4%18.1%

OMFS16.4%—37.2%

IJR18.1%37.2%—

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

IJR$124 − $6 = $118

OMFS$131 − $39 = $92

KeptFee

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