VUG vs OMFS

AVUG

BOMFS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,689DFAC · VUG $16,394

Lowest cost0.03%VUG · $3 on $10k

Most income1.27%OMFS · $127 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common0.0%VUG and OMFS

VUG

OMFS

Vanguard Morningstar Growth ETF · $233BInvesco Russell 2000 Dynamic Multifactor ETF · $258M

+22.2%3 years · per year$18,230 · $15,454+15.6%

+10.4%5 years · per year$16,394 · $12,575+4.7%

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

0.41%12-mo yield$41 · $127 on $10k1.27%

−15.1%Worst dropSmaller wins−9.4%

19.1%VolatilityLower wins17.0%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVUG · OMFS

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

Held in common0.0%

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

All Four

5Y4 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	0.0%	+13.7%	+16.9%	+20.5%	+10.8%	−8.5%	$87.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.27%	−0.4%	+14.5%	+17.4%	+15.6%	+4.7%	−9.4%	$258M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	0.0%	+13.7%	+16.9%	+20.5%	+10.8%	−8.5%	$87.7B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
4	BOMFS	Invesco Russell 2000 Dynamic Multifactor ETFRead Desk	0.39%	1.27%	−0.4%	+14.5%	+17.4%	+15.6%	+4.7%	−9.4%	$258M

End-of-day Nov 10, 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

$16,394

OMFS

Invesco Russell 2000 Dynamic Multifactor

$12,575

MeasureVUGOMFS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield0.41%1.27%

5 years, per year+10.4%+4.7%

3 years, per year+22.2%+15.6%

Worst drop · 1Y−15.1%−9.4%

Volatility · 1Y19.1%17.0%

3–3measures won
level

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Overlap: VUG, OMFS, IWF, DFAC

Today

78.6%most shared, VUG and IWF

VUGOMFSIWFDFAC

VUG—0.0%78.6%35.8%

OMFS0.0%—0.0%7.5%

IWF78.6%0.0%—40.4%

DFAC35.8%7.5%40.4%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$88most kept, OMFS

OMFS$127 − $39 = $88

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee