VUG vs OMFS

AVUG

BOMFS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · OMFS $13,435

Lowest cost0.03%VUG · $3 on $10k

Most income1.26%OMFS · $126 on $10k

Smallest drop−9.4%OMFS · worst fall in 1Y

Held in common0.0%VUG and OMFS

VUG

OMFS

Vanguard Morningstar Growth ETF · $233BInvesco Russell 2000 Dynamic Multifactor ETF · $268M

+25.4%3 years · per year$19,712 · $16,582+18.4%

+11.4%5 years · per year$17,153 · $13,435+6.1%

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

0.40%12-mo yield$40 · $126 on $10k1.26%

−16.1%Worst dropSmaller wins−9.4%

18.2%VolatilityLower wins16.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · OMFS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk		0.39%	1.26%	+1.8%	+15.7%	+18.1%	+18.4%	+6.1%	−9.4%	$268M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk		0.39%	1.26%	+1.8%	+15.7%	+18.1%	+18.4%	+6.1%	−9.4%	$268M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs OMFS

VUG

Vanguard Morningstar Growth

$17,153

OMFS

Invesco Russell 2000 Dynamic Multifactor

$13,435

MeasureVUGOMFS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield0.40%1.26%

5 years, per year+11.4%+6.1%

3 years, per year+25.4%+18.4%

Worst drop · 1Y−16.1%−9.4%

Volatility · 1Y18.2%16.5%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VUG, OMFS

Today

0.0%most shared, VUG and OMFS

VUGOMFS

VUG—0.0%

OMFS0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$87most kept, OMFS

OMFS$126 − $39 = $87

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee