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PFM vs OMFS

Invesco Dividend Achievers ETF vs Invesco Russell 2000 Dynamic Multifactor ETF

PFM

Invesco Dividend Achievers ETF

Invesco

Annual cost

0.52%

Fund size

$764M

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF

Invesco

Annual cost

0.39%

Fund size

$275M

Key differences

  • OMFS costs 0.13% less per year.
  • PFM follows a index tracking strategy; OMFS uses index enhanced.
  • PFM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFMOMFS
Annual cost (TER)0.52%0.39%
Fund size (AUM)$764M$275M
Since20052017
Dividend yield1.37%0.93%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+22.0%+33.5%
CAGR 3Y+16.2%+15.9%
CAGR 5Y+10.8%+6.8%
Sharpe 3Y1.030.65
Volatility 1Y9.62%17.69%
Max drawdown-32.21%-42.50%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PFM and OMFS