Screener
OMFS vs EQWL
Invesco Russell 2000 Dynamic Multifactor ETF vs Invesco S&P 100 Equal Weight ETF
Key differences
- EQWL costs 0.14% less per year.
- EQWL is significantly larger than OMFS — larger funds tend to be more liquid and less likely to close.
- OMFS follows a index enhanced strategy; EQWL uses index tracking.
- Over the last 3 years, EQWL has delivered higher annualized returns.
- EQWL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OMFS | EQWL | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.25% |
| Fund size (AUM) | $275M | $2.5B |
| Since | 2017 | 2006 |
| Dividend yield | 0.93% | 1.60% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +30.6% | +23.3% |
| CAGR 3Y | +15.4% | +20.2% |
| CAGR 5Y | +6.2% | +11.9% |
| Sharpe 3Y | 0.63 | 1.21 |
| Volatility 1Y | 17.63% | 10.50% |
| Max drawdown | -42.50% | -34.30% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OMFS and EQWL
Explore further