Screener
BELT vs OMFS
iShares U.S. Select Equity Active ETF vs Invesco Russell 2000 Dynamic Multifactor ETF
Key differences
- OMFS costs 0.36% less per year.
- OMFS is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- OMFS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | OMFS | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.39% |
| Fund size (AUM) | $9M | $275M |
| Since | 2024 | 2017 |
| Dividend yield | 0.00% | 0.93% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index enhanced |
| CAGR 1Y | +28.9% | +30.6% |
| CAGR 3Y | N/A | +15.4% |
| CAGR 5Y | N/A | +6.2% |
| Sharpe 3Y | N/A | 0.63 |
| Volatility 1Y | 17.21% | 17.63% |
| Max drawdown | -23.05% | -42.50% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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