VUG vs OMFS5YVUGVUGAvsBOMFSOMFSVanguard Morningstar Growth ETF · $233BInvesco Russell 2000 Dynamic Multifactor ETF · $266MReturns · dividends in+21.6%3 years · per year$17,979 · $15,688+16.2%+10.1%5 years · per year$16,151 · $11,904+3.5%Cost and income0.03%Expense ratio$3 · $39 on $10k · lower wins0.39%0.41%12-mo yield$41 · $128 on $10k
Overlap: VO, OMFS, VUGToday10.2%most shared, VO and VUGVOOMFSVUGVO—0.0%10.2%OMFS0.0%—0.0%VUG10.2%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
VUG vs OMFS5YAVUGVanguard Morningstar Growth$16,151vsOMFSBInvesco Russell 2000 Dynamic Multifactor$11,904$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%0.0%+14.0%+13.7%+18.5%+6.6%−8.2%$103.4B3BOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.28%−0.1%+13.6%+16.0%+16.2%+3.5%−9.4%$266MEnd-of-day Nov 13, 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▲▼1AVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%0.0%+14.0%+13.7%+18.5%+6.6%−8.2%$103.4B3BOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.28%−0.1%+13.6%+16.0%+16.2%+3.5%−9.4%$266MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: VO, OMFS, VUGToday10.2%most shared, VO and VUGVOOMFSVUGVO—0.0%10.2%OMFS0.0%—0.0%VUG10.2%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$132most kept, VOVO$135 − $3 = $132OMFS$128 − $39 = $89VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee