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OMFS vs PWV
Invesco Russell 2000 Dynamic Multifactor ETF vs Invesco Dynamic Large Cap Value ETF
Key differences
- OMFS costs 0.16% less per year.
- PWV is significantly larger than OMFS — larger funds tend to be more liquid and less likely to close.
- OMFS follows a index enhanced strategy; PWV uses index tracking.
- Over the last 3 years, PWV has delivered higher annualized returns.
- PWV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OMFS | PWV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.55% |
| Fund size (AUM) | $275M | $1.5B |
| Since | 2017 | 2005 |
| Dividend yield | 0.93% | 1.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +33.5% | +27.6% |
| CAGR 3Y | +15.9% | +20.9% |
| CAGR 5Y | +6.8% | +12.9% |
| Sharpe 3Y | 0.65 | 1.26 |
| Volatility 1Y | 17.69% | 9.41% |
| Max drawdown | -42.50% | -37.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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