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OMFS vs EQAL

Invesco Russell 2000 Dynamic Multifactor ETF vs Invesco Russell 1000 Equal Weight ETF

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF

Invesco

Annual cost

0.39%

Fund size

$275M

EQAL

Invesco Russell 1000 Equal Weight ETF

Invesco

Annual cost

0.20%

Fund size

$797M

Key differences

  • EQAL costs 0.19% less per year.
  • OMFS follows a index enhanced strategy; EQAL uses index tracking.

Side-by-side comparison

OMFSEQAL
Annual cost (TER)0.39%0.20%
Fund size (AUM)$275M$797M
Since20172014
Dividend yield0.93%1.66%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+30.6%+25.5%
CAGR 3Y+15.4%+15.7%
CAGR 5Y+6.2%+7.1%
Sharpe 3Y0.630.81
Volatility 1Y17.63%12.41%
Max drawdown-42.50%-40.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to OMFS and EQAL