Screener
OMFS vs DFIV
Invesco Russell 2000 Dynamic Multifactor ETF vs Dimensional International Value ETF
Key differences
Both OMFS and DFIV are equity ETFs. OMFS charges 0.39% a year and DFIV 0.27%. The main difference: OMFS follows a index enhanced strategy; DFIV uses active selection.
- OMFS follows a index enhanced strategy; DFIV uses active selection.
- OMFS covers North America; DFIV covers global markets excluding the US.
- DFIV costs 0.12% less per year.
- DFIV is much larger than OMFS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFIV has delivered higher annualized returns.
- DFIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OMFS | DFIV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.27% |
| Fund size (AUM) | $283M | $20.0B |
| Since | 2017 | 1999 |
| Dividend yield | 0.90% | 2.54% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +31.4% | +34.6% |
| CAGR 3Y | +14.1% | +24.1% |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.57 | 1.30 |
| Volatility 1Y | 18.00% | 14.10% |
| Max drawdown | -42.50% | -25.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.