Screener
OMFS vs DFVX
Invesco Russell 2000 Dynamic Multifactor ETF vs Dimensional US Large Cap Vector ETF
Key differences
Both OMFS and DFVX are equity ETFs. OMFS charges 0.39% a year and DFVX 0.19%. The main difference: OMFS follows a index enhanced strategy; DFVX uses active selection.
- OMFS follows a index enhanced strategy; DFVX uses active selection.
- DFVX costs 0.20% less per year.
- OMFS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OMFS | DFVX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.19% |
| Fund size (AUM) | $283M | $517M |
| Since | 2017 | 2023 |
| Dividend yield | 0.90% | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +31.4% | +23.3% |
| CAGR 3Y | +14.1% | N/A |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.57 | N/A |
| Volatility 1Y | 18.00% | 11.10% |
| Max drawdown | -42.50% | -16.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.