Screener
OMFS vs DYNF
Invesco Russell 2000 Dynamic Multifactor ETF vs iShares U.S. Equity Factor Rotation Active ETF
Key differences
Both OMFS and DYNF are equity ETFs. OMFS charges 0.39% a year and DYNF 0.26%. The main difference: OMFS follows a index enhanced strategy; DYNF uses active selection.
- OMFS follows a index enhanced strategy; DYNF uses active selection.
- DYNF costs 0.13% less per year.
- DYNF is much larger than OMFS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DYNF has delivered higher annualized returns.
Side-by-side comparison
| OMFS | DYNF | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.26% |
| Fund size (AUM) | $283M | $36.7B |
| Since | 2017 | 2019 |
| Dividend yield | 0.90% | 0.89% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +26.4% | +24.4% |
| CAGR 3Y | +14.6% | +24.6% |
| CAGR 5Y | +5.5% | +14.8% |
| Sharpe 3Y | 0.59 | 1.25 |
| Volatility 1Y | 17.81% | 12.87% |
| Max drawdown | -42.50% | -34.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.