Screener
DYNF vs OMFS
iShares U.S. Equity Factor Rotation Active ETF vs Invesco Russell 2000 Dynamic Multifactor ETF
Key differences
Both DYNF and OMFS are equity ETFs. DYNF charges 0.26% a year and OMFS 0.39%. The main difference: DYNF follows a active selection strategy; OMFS uses index enhanced.
- DYNF follows a active selection strategy; OMFS uses index enhanced.
- DYNF costs 0.13% less per year.
- DYNF is much larger than OMFS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DYNF has delivered higher annualized returns.
Side-by-side comparison
| DYNF | OMFS | |
|---|---|---|
| Annual cost (TER) | 0.26% | 0.39% |
| Fund size (AUM) | $36.7B | $283M |
| Since | 2019 | 2017 |
| Dividend yield | 0.89% | 0.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +27.5% | +31.4% |
| CAGR 3Y | +25.8% | +14.1% |
| CAGR 5Y | +15.2% | +5.9% |
| Sharpe 3Y | 1.31 | 0.57 |
| Volatility 1Y | 13.01% | 18.00% |
| Max drawdown | -34.72% | -42.50% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.