VIG vs OMFS

AVIG

BOMFS

Measures won6–0VIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.9%VIG and OMFS

VIG

OMFS

Vanguard Dividend Appreciation ETF · $109BInvesco Russell 2000 Dynamic Multifactor ETF · $267M

+18.9%3 years · per year$16,814 · $15,800+16.5%

+10.3%5 years · per year$16,331 · $12,645+4.8%

0.04%Expense ratio$4 · $39 on $10k · lower wins0.39%

1.49%12-mo yield$149 · $131 on $10k1.31%

−7.9%Worst dropSmaller wins−9.4%

10.8%VolatilityLower wins17.0%

6–0VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · OMFS

0.0%UMBF0.4%

0.0%MATX0.4%

0.0%NPO0.0%

0.0%GATX0.1%

Held in common0.9%

End-of-day Nov 5, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$267M

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	−3.9%	+11.2%	+14.6%	+16.5%	+4.8%	−9.4%	$267M

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

Cards for this view

VIG vs OMFS

VIG

Vanguard Dividend Appreciation

$16,331

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,646

MeasureVIGOMFS

Fee0.04%0.39%

Cost on $10k a year$4$39

Yield1.49%1.31%

5 years, per year+10.3%+4.8%

3 years, per year+18.9%+16.5%

Worst drop · 1Y−7.9%−9.4%

Volatility · 1Y10.8%17.0%

6–0measures won
VIG first

0.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VIG, OMFS, SCHD, VUG

Today

26.4%most shared, VIG and VUG

VIGOMFSSCHDVUG

VIG—0.9%14.5%26.4%

OMFS0.9%—1.2%0.0%

SCHD14.5%1.2%—0.8%

VUG26.4%0.0%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

OMFS$131 − $39 = $92

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee