VB vs OMFS

AVB

BOMFS

Measures won5–1VB wins · of 6 · 5Y

$10,000 · 5Y$13,867VO · VB $13,532

Lowest cost0.03%VB · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common16.4%VB and OMFS

OMFS

Vanguard Morningstar Small-Cap ETF · $76.9BInvesco Russell 2000 Dynamic Multifactor ETF · $258M

+18.8%3 years · per year$16,782 · $15,881+16.7%

+6.2%5 years · per year$13,532 · $12,638+4.8%

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

1.24%12-mo yield$124 · $127 on $10k1.27%

−9.0%Worst dropSmaller wins−9.4%

16.4%VolatilityLower wins17.0%

5–1VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · OMFS

0.2%TWST0.2%

0.1%TXG0.2%

0.1%FROG0.3%

0.1%BTSG0.2%

Held in common16.4%

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	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.27%	+2.9%	+14.9%	+18.9%	+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	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.27%	+2.9%	+14.9%	+18.9%	+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

VB vs OMFS

Vanguard Morningstar Small-Cap

$13,533

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,638

MeasureVBOMFS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield1.24%1.27%

5 years, per year+6.2%+4.8%

3 years, per year+18.8%+16.7%

Worst drop · 1Y−9.0%−9.4%

Volatility · 1Y16.4%17.0%

5–1measures won
VB first

16.4%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VB, OMFS, IJR, VO

Today

37.1%most shared, OMFS and IJR

VBOMFSIJRVO

VB—16.4%18.1%2.5%

OMFS16.4%—37.1%0.0%

IJR18.1%37.1%—0.0%

VO2.5%0.0%0.0%—

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VB$124 − $3 = $121

IJR$121 − $6 = $115

OMFS$127 − $39 = $88

KeptFee

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