Skip to content
Beacon
Screener

PWB vs OMFS

Invesco Dynamic Large Cap Growth ETF vs Invesco Russell 2000 Dynamic Multifactor ETF

PWB

Invesco Dynamic Large Cap Growth ETF

Invesco

Annual cost

0.55%

Fund size

$1.9B

OMFS

Invesco Russell 2000 Dynamic Multifactor ETF

Invesco

Annual cost

0.39%

Fund size

$275M

Key differences

  • OMFS costs 0.16% less per year.
  • PWB is significantly larger than OMFS — larger funds tend to be more liquid and less likely to close.
  • PWB follows a index tracking strategy; OMFS uses index enhanced.
  • Over the last 3 years, PWB has delivered higher annualized returns.
  • PWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PWBOMFS
Annual cost (TER)0.55%0.39%
Fund size (AUM)$1.9B$275M
Since20052017
Dividend yield0.00%0.93%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+47.6%+33.5%
CAGR 3Y+34.1%+15.9%
CAGR 5Y+18.7%+6.8%
Sharpe 3Y1.450.65
Volatility 1Y18.57%17.69%
Max drawdown-32.36%-42.50%

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

Similar to PWB and OMFS