Screener
OMFS vs DFUS
Invesco Russell 2000 Dynamic Multifactor ETF vs Dimensional U.S. Equity Market ETF
Key differences
Both OMFS and DFUS are equity ETFs. OMFS charges 0.39% a year and DFUS 0.09%. The main difference: OMFS follows a index enhanced strategy; DFUS uses active selection.
- OMFS follows a index enhanced strategy; DFUS uses active selection.
- DFUS costs 0.30% less per year.
- DFUS is much larger than OMFS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFUS has delivered higher annualized returns.
- DFUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OMFS | DFUS | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.09% |
| Fund size (AUM) | $283M | $20.9B |
| Since | 2017 | 2001 |
| Dividend yield | 0.90% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +31.4% | +25.5% |
| CAGR 3Y | +14.1% | +21.9% |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.57 | 1.14 |
| Volatility 1Y | 18.00% | 12.75% |
| Max drawdown | -42.50% | -24.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.