VTV vs OMFS5YVTVVTVAvsBOMFSOMFSVanguard Morningstar Value ETF · $184BInvesco Russell 2000 Dynamic Multifactor ETF · $264MReturns · dividends in+21.2%3 years · per year$17,809 · $15,665+16.1%+12.3%5 years · per year$17,892 · $12,382+4.4%Cost and income0.03%Expense ratio$3 · $39 on $10k · lower wins0.39%1.81%
Overlap: VTV, OMFS, IJRToday37.0%most shared, OMFS and IJRVTVOMFSIJRVTV—0.0%0.0%OMFS0.0%—37.0%IJR0.0%37.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
VTV vs OMFS5YAVTVVanguard Morningstar Value$17,892vsOMFSBInvesco Russell 2000 Dynamic Multifactor$12,382$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▲▼1AVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.20%+0.8%+19.4%+21.0%+16.9%+5.5%−9.7%$107.1B3BOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.27%+0.6%+15.1%+17.0%+16.1%+4.4%−9.4%$264MEnd-of-day Nov 11, 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▲▼1AVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2IJRiShares Core S&P Small-Cap ETFReadDesk0.06%1.20%+0.8%+19.4%+21.0%+16.9%+5.5%−9.7%$107.1B3BOMFSInvesco Russell 2000 Dynamic Multifactor ETFReadDesk0.39%1.27%+0.6%+15.1%+17.0%+16.1%+4.4%−9.4%$264MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.3%vsBSSCHVSchwab+19.9%Jan 1Nov 11+22.3%+19.9%+22.3%Year to date+19.9%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: VTV, OMFS, IJRToday37.0%most shared, OMFS and IJRVTVOMFSIJRVTV—0.0%0.0%OMFS0.0%—37.0%IJR0.0%37.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178IJR$120 − $6 = $114OMFS$127 − $39 = $88KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee