VO vs OMFS5YVOVOAvsBOMFSOMFSVanguard Morningstar Mid-Cap ETF · $103BInvesco Russell 2000 Dynamic Multifactor ETF · $265MReturns · dividends in+18.0%3 years · per year$16,445 · $15,454+15.6%+6.7%5 years · per year$13,829 · $12,575+4.7%Cost and income0.03%Expense ratio$3 · $39 on $10k · lower wins0.39%1.35%
Overlap: VO, OMFS, IJRToday37.0%most shared, OMFS and IJRVOOMFSIJRVO—0.0%0.0%OMFS0.0%—37.0%IJR0.0%37.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
VO vs OMFS5YAVOVanguard Morningstar Mid-Cap$13,829vsOMFSBInvesco Russell 2000 Dynamic Multifactor$12,575$8k$10k$12kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4B2IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%+0.1%+18.5%+21.3%+16.2%+5.7%−9.7%$106.3B3BOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.27%−0.4%+14.5%+17.4%+15.6%+4.7%−9.4%$265MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4B2IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.21%+0.1%+18.5%+21.3%+16.2%+5.7%−9.7%$106.3B3BOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.27%−0.4%+14.5%+17.4%+15.6%+4.7%−9.4%$265MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: VO, OMFS, IJRToday37.0%most shared, OMFS and IJRVOOMFSIJRVO—0.0%0.0%OMFS0.0%—37.0%IJR0.0%37.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$132most kept, VOVO$135 − $3 = $132IJR$121 − $6 = $115OMFS$127 − $39 = $88KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee