Screener
OMFS vs IWX
Invesco Russell 2000 Dynamic Multifactor ETF vs iShares Russell Top 200 Value ETF
Key differences
Both OMFS and IWX are equity ETFs. OMFS charges 0.39% a year and IWX 0.20%. The main difference: OMFS follows a index enhanced strategy; IWX uses index tracking.
- OMFS follows a index enhanced strategy; IWX uses index tracking.
- IWX costs 0.19% less per year.
- IWX is much larger than OMFS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWX has delivered higher annualized returns.
- IWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OMFS | IWX | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.20% |
| Fund size (AUM) | $283M | $3.5B |
| Since | 2017 | 2009 |
| Dividend yield | 0.90% | 1.49% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +31.4% | +29.3% |
| CAGR 3Y | +14.1% | +19.1% |
| CAGR 5Y | +5.9% | +11.4% |
| Sharpe 3Y | 0.57 | 1.21 |
| Volatility 1Y | 18.00% | 10.45% |
| Max drawdown | -42.50% | -35.76% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.