VUG vs OMFS

AVUG

BOMFS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VB $13,413

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 common0.0%VUG and OMFS

VUG

OMFS

Vanguard Morningstar Growth ETF · $233BInvesco Russell 2000 Dynamic Multifactor ETF · $267M

+22.6%3 years · per year$18,415 · $15,756+16.4%

+10.0%5 years · per year$16,124 · $12,647+4.8%

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

0.42%12-mo yield$42 · $131 on $10k1.31%

−15.1%Worst dropSmaller wins−9.4%

19.0%VolatilityLower wins16.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · OMFS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	VB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	VB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
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

VUG vs OMFS

VUG

Vanguard Morningstar Growth

$16,124

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,647

MeasureVUGOMFS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield0.42%1.31%

5 years, per year+10.0%+4.8%

3 years, per year+22.6%+16.4%

Worst drop · 1Y−15.1%−9.4%

Volatility · 1Y19.0%16.9%

3–3measures won
level

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: VB, OMFS, VUG

Today

16.4%most shared, VB and OMFS

VBOMFSVUG

VB—16.4%0.4%

OMFS16.4%—0.0%

VUG0.4%0.0%—

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

OMFS$131 − $39 = $92

VUG$42 − $3 = $39

KeptFee

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