Screener
OPTZ vs OMFS
Optimize Strategy Index ETF vs Invesco Russell 2000 Dynamic Multifactor ETF
Key differences
- OPTZ costs 0.14% less per year.
- OPTZ follows a index tracking strategy; OMFS uses index enhanced.
- OMFS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OPTZ | OMFS | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.39% |
| Fund size (AUM) | $242M | $275M |
| Since | 2024 | 2017 |
| Dividend yield | 0.50% | 0.93% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +54.9% | +30.6% |
| CAGR 3Y | N/A | +15.4% |
| CAGR 5Y | N/A | +6.2% |
| Sharpe 3Y | N/A | 0.63 |
| Volatility 1Y | 18.03% | 17.63% |
| Max drawdown | -25.75% | -42.50% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OPTZ and OMFS
Explore further