Screener
IWD vs OMFS
iShares Russell 1000 Value ETF vs Invesco Russell 2000 Dynamic Multifactor ETF
Key differences
Both IWD and OMFS are equity ETFs. IWD charges 0.18% a year and OMFS 0.39%. The main difference: IWD follows a index tracking strategy; OMFS uses index enhanced.
- IWD follows a index tracking strategy; OMFS uses index enhanced.
- IWD costs 0.21% less per year.
- IWD is much larger than OMFS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWD has delivered higher annualized returns.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWD | OMFS | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.39% |
| Fund size (AUM) | $75.6B | $283M |
| Since | 2000 | 2017 |
| Dividend yield | 1.50% | 0.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +28.8% | +31.4% |
| CAGR 3Y | +18.4% | +14.1% |
| CAGR 5Y | +10.5% | +5.9% |
| Sharpe 3Y | 1.09 | 0.57 |
| Volatility 1Y | 11.18% | 18.00% |
| Max drawdown | -38.51% | -42.50% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.