Screener
OMFL vs IWD
Invesco Russell 1000 Dynamic Multifactor ETF vs iShares Russell 1000 Value ETF
Key differences
OMFL is an alternative ETF, while IWD is an equity ETF. OMFL charges 0.29% a year and IWD 0.18%.
- OMFL is an alternative fund, while IWD is an equity fund. They carry different risk/return profiles.
- OMFL follows a systematic alpha strategy; IWD uses index tracking.
- IWD costs 0.11% less per year.
- IWD is much larger than OMFL. 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
| OMFL | IWD | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.18% |
| Fund size (AUM) | $4.7B | $75.6B |
| Since | 2017 | 2000 |
| Dividend yield | 0.75% | 1.50% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | systematic alpha | index tracking |
| CAGR 1Y | +21.2% | +28.8% |
| CAGR 3Y | +14.2% | +18.4% |
| CAGR 5Y | +9.2% | +10.5% |
| Sharpe 3Y | 0.73 | 1.09 |
| Volatility 1Y | 12.38% | 11.18% |
| Max drawdown | -33.24% | -38.51% |
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