Screener
OMFS vs IWV
Invesco Russell 2000 Dynamic Multifactor ETF vs iShares Russell 3000 ETF
Key differences
Both OMFS and IWV are equity ETFs. OMFS charges 0.39% a year and IWV 0.20%. The main difference: OMFS follows a index enhanced strategy; IWV uses index tracking.
- OMFS follows a index enhanced strategy; IWV uses index tracking.
- IWV costs 0.19% less per year.
- IWV is much larger than OMFS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWV has delivered higher annualized returns.
- IWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OMFS | IWV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.20% |
| Fund size (AUM) | $283M | $19.8B |
| Since | 2017 | 2000 |
| Dividend yield | 0.90% | 0.85% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +31.4% | +24.5% |
| CAGR 3Y | +14.1% | +21.2% |
| CAGR 5Y | +5.9% | +12.2% |
| Sharpe 3Y | 0.57 | 1.11 |
| Volatility 1Y | 18.00% | 12.57% |
| Max drawdown | -42.50% | -35.22% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.