Screener
OMFS vs DFAU
Invesco Russell 2000 Dynamic Multifactor ETF vs Dimensional US Core Equity Market ETF
Key differences
Both OMFS and DFAU are equity ETFs. OMFS charges 0.39% a year and DFAU 0.12%. The main difference: OMFS follows a index enhanced strategy; DFAU uses active selection.
- OMFS follows a index enhanced strategy; DFAU uses active selection.
- DFAU costs 0.27% less per year.
- DFAU is much larger than OMFS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFAU has delivered higher annualized returns.
Side-by-side comparison
| OMFS | DFAU | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.12% |
| Fund size (AUM) | $283M | $12.2B |
| Since | 2017 | 2020 |
| Dividend yield | 0.90% | 0.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +31.4% | +25.7% |
| CAGR 3Y | +14.1% | +21.1% |
| CAGR 5Y | +5.9% | +12.8% |
| Sharpe 3Y | 0.57 | 1.11 |
| Volatility 1Y | 18.00% | 12.54% |
| Max drawdown | -42.50% | -23.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.