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OMFL vs BELT

Invesco Russell 1000 Dynamic Multifactor ETF vs iShares U.S. Select Equity Active ETF

OMFL

Invesco Russell 1000 Dynamic Multifactor ETF

Invesco

Annual cost

0.29%

Fund size

$4.6B

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

Key differences

  • OMFL costs 0.46% less per year.
  • OMFL is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
  • OMFL is classified as alternative, while BELT is equity — different risk/return profiles.
  • OMFL follows a systematic alpha strategy; BELT uses index enhanced.
  • OMFL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OMFLBELT
Annual cost (TER)0.29%0.75%
Fund size (AUM)$4.6B$9M
Since20172024
Dividend yield0.78%0.00%
Asset classalternativeequity
Regionnorth americanorth america
Strategysystematic alphaindex enhanced
CAGR 1Y+23.5%+28.9%
CAGR 3Y+14.3%N/A
CAGR 5Y+9.4%N/A
Sharpe 3Y0.74N/A
Volatility 1Y12.16%17.21%
Max drawdown-33.24%-23.05%

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

Similar to OMFL and BELT