VOO vs OMFS

AVOO

BOMFS

Measures won5–1VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · VUG $16,124

Lowest cost0.03%VOO · $3 on $10k

Most income1.31%OMFS · $131 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.0%VOO and OMFS

VOO

OMFS

Vanguard S&P 500 ETF · $1.00TInvesco Russell 2000 Dynamic Multifactor ETF · $267M

+21.8%3 years · per year$18,079 · $15,756+16.4%

+11.4%5 years · per year$17,177 · $12,647+4.8%

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

1.10%12-mo yield$110 · $131 on $10k1.31%

−8.9%Worst dropSmaller wins−9.4%

13.5%VolatilityLower wins16.9%

5–1VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · 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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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

VOO vs OMFS

VOO

Vanguard S&P 500

$17,177

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,647

MeasureVOOOMFS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield1.10%1.31%

5 years, per year+11.4%+4.8%

3 years, per year+21.8%+16.4%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.5%16.9%

5–1measures won
VOO first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: VOO, OMFS, VUG

Today

58.2%most shared, VOO and VUG

VOOOMFSVUG

VOO—0.0%58.2%

OMFS0.0%—0.0%

VUG58.2%0.0%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

OMFS$131 − $39 = $92

VUG$42 − $3 = $39

KeptFee

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