Skip to content
Beacon
Screener

EQWL vs OMFS

Invesco S&P 100 Equal Weight ETF vs Invesco Russell 2000 Dynamic Multifactor ETF

EQWL

Invesco S&P 100 Equal Weight ETF

Invesco

Annual cost

0.25%

Fund size

$2.5B

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF

Invesco

Annual cost

0.39%

Fund size

$275M

Key differences

  • EQWL costs 0.14% less per year.
  • EQWL is significantly larger than OMFS — larger funds tend to be more liquid and less likely to close.
  • EQWL follows a index tracking strategy; OMFS uses index enhanced.
  • Over the last 3 years, EQWL has delivered higher annualized returns.
  • EQWL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EQWLOMFS
Annual cost (TER)0.25%0.39%
Fund size (AUM)$2.5B$275M
Since20062017
Dividend yield1.60%0.93%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+23.3%+30.6%
CAGR 3Y+20.2%+15.4%
CAGR 5Y+11.9%+6.2%
Sharpe 3Y1.210.63
Volatility 1Y10.50%17.63%
Max drawdown-34.30%-42.50%

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

Similar to EQWL and OMFS