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BFOR vs OMFL

Barron's 400 ETF vs Invesco Russell 1000 Dynamic Multifactor ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

OMFL

Invesco Russell 1000 Dynamic Multifactor ETF

Invesco

Annual cost

0.29%

Fund size

$4.6B

Key differences

  • OMFL costs 0.36% less per year.
  • OMFL is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
  • BFOR is classified as equity, while OMFL is alternative — different risk/return profiles.
  • BFOR follows a index tracking strategy; OMFL uses systematic alpha.
  • Over the last 3 years, BFOR has delivered higher annualized returns.

Side-by-side comparison

BFOROMFL
Annual cost (TER)0.65%0.29%
Fund size (AUM)$211M$4.6B
Since20132017
Dividend yield0.55%0.78%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingsystematic alpha
CAGR 1Y+22.3%+23.5%
CAGR 3Y+20.1%+14.3%
CAGR 5Y+10.0%+9.4%
Sharpe 3Y0.940.74
Volatility 1Y14.92%12.16%
Max drawdown-41.27%-33.24%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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