OMFS vs DFAC

AOMFS

BDFAC

Measures won1–5DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common7.4%OMFS and DFAC

OMFS

DFAC

Invesco Russell 2000 Dynamic Multifactor ETF · $258MDimensional - US Core Equity 2 ETF · $85.6B

+16.4%3 years · per year$15,756 · $17,722+21.0%

+4.8%5 years · per year$12,647 · $16,525+10.6%

0.39%Expense ratio$39 · $21 on $10k · lower wins0.21%

1.31%12-mo yield$131 · $90 on $10k0.90%

−9.4%Worst dropSmaller wins−8.5%

16.9%VolatilityLower wins12.9%

1–5DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOMFS · DFAC

0.2%BTSG0.1%

0.6%IDCC0.0%

0.3%URBN0.0%

0.4%UMBF0.0%

Held in common7.4%

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$258M

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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
3	AOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.31%	+0.4%	+11.7%	+13.3%	+16.4%	+4.8%	−9.4%	$258M

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

OMFS vs DFAC

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,647

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureOMFSDFAC

Fee0.39%0.21%

Cost on $10k a year$39$21

Yield1.31%0.90%

5 years, per year+4.8%+10.6%

3 years, per year+16.4%+21.0%

Worst drop · 1Y−9.4%−8.5%

Volatility · 1Y16.9%12.9%

5–1measures won
DFAC first

7.4%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VO, OMFS, DFAC

Today

19.7%most shared, VO and DFAC

VOOMFSDFAC

VO—0.0%19.7%

OMFS0.0%—7.4%

DFAC19.7%7.4%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

OMFS$131 − $39 = $92

DFAC$90 − $21 = $69

KeptFee

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