Screener
OMFS vs IWM
Invesco Russell 2000 Dynamic Multifactor ETF vs iShares Russell 2000 ETF
Key differences
Both OMFS and IWM are equity ETFs. OMFS charges 0.39% a year and IWM 0.19%. The main difference: OMFS follows a index enhanced strategy; IWM uses index tracking.
- OMFS follows a index enhanced strategy; IWM uses index tracking.
- IWM costs 0.20% less per year.
- IWM is much larger than OMFS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWM has delivered higher annualized returns.
- IWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OMFS | IWM | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.19% |
| Fund size (AUM) | $283M | $80.9B |
| Since | 2017 | 2000 |
| Dividend yield | 0.90% | 0.87% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +31.4% | +38.6% |
| CAGR 3Y | +14.1% | +17.4% |
| CAGR 5Y | +5.9% | +6.2% |
| Sharpe 3Y | 0.57 | 0.69 |
| Volatility 1Y | 18.00% | 19.73% |
| Max drawdown | -42.50% | -41.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.