Screener
OMFS vs IWD
Invesco Russell 2000 Dynamic Multifactor ETF vs iShares Russell 1000 Value ETF
Key differences
Both OMFS and IWD are equity ETFs. OMFS charges 0.39% a year and IWD 0.18%. The main difference: OMFS follows a index enhanced strategy; IWD uses index tracking.
- OMFS follows a index enhanced strategy; IWD uses index tracking.
- IWD costs 0.21% less per year.
- IWD is much larger than OMFS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWD has delivered higher annualized returns.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OMFS | IWD | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.18% |
| Fund size (AUM) | $283M | $75.6B |
| Since | 2017 | 2000 |
| Dividend yield | 0.90% | 1.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +31.4% | +28.8% |
| CAGR 3Y | +14.1% | +18.4% |
| CAGR 5Y | +5.9% | +10.5% |
| Sharpe 3Y | 0.57 | 1.09 |
| Volatility 1Y | 18.00% | 11.18% |
| Max drawdown | -42.50% | -38.51% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.