Screener
OMFL vs IWV
Invesco Russell 1000 Dynamic Multifactor ETF vs iShares Russell 3000 ETF
Key differences
OMFL is an alternative ETF, while IWV is an equity ETF. OMFL charges 0.29% a year and IWV 0.20%.
- OMFL is an alternative fund, while IWV is an equity fund. They carry different risk/return profiles.
- OMFL follows a systematic alpha strategy; IWV uses index tracking.
- IWV costs 0.09% less per year.
- IWV is much larger than OMFL. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
- IWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OMFL | IWV | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.20% |
| Fund size (AUM) | $4.7B | $19.8B |
| Since | 2017 | 2000 |
| Dividend yield | 0.75% | 0.85% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | systematic alpha | index tracking |
| CAGR 1Y | +21.2% | +24.5% |
| CAGR 3Y | +14.2% | +21.2% |
| CAGR 5Y | +9.2% | +12.2% |
| Sharpe 3Y | 0.73 | 1.11 |
| Volatility 1Y | 12.38% | 12.57% |
| Max drawdown | -33.24% | -35.22% |
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