Compare · 2 funds side by side · dividends reinvested

OMFL and MTUM

OMFLInvesco×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,541MTUM · best of the two

02 / 04

OMFL and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Russell 1000 Dynamic Multifactor ETFUS Stock Styles · Factor0.29%0.83%+16.5%+18.7%+19.0%+8.8%−7.6%12.4%$4.7B1.4

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: OMFL 2017 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Russell 1000 Dynamic Multifactor ETF · $4.7B$15,271

OMFL

MTUM

iShares MSCI USA Momentum Factor ETF · $17.4B$15,541

$10,000 five years ago, dividends reinvested · they hold 24.3% in common

OMFLMeasureMTUM

+16.5%Year to dateJan 1 → Nov 3+11.6%

+18.7%1 yearTotal return+10.2%

+19.0%3 years · per year$10,000 became $16,862 · $21,049+28.2%

+8.8%5 years · per year$10,000 became $15,271 · $15,541+9.2%

0.29%Expense ratio$29 · $15 a year on $10k · lower is better0.15%

0.83%Trailing 12-mo yield$83 · $67 a year on $10k0.67%

−7.6%Worst dropSmaller is better−20.1%

12.4%VolatilityLower is calmer27.8%

OMFLMTUM Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3OMFL wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OMFL vs MTUM: Top 5 Holdings

Today

OMFL

26.2%in top 5

MTUM

in top 521.3%

OMFLStockMTUM

9.1%AAPLnot top 5

6.4%MSFTnot top 5

not top 5AMD5.8%

not top 5MU5.0%

4.8%NVDAnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

3.4%Vnot top 5

not top 5XOM3.2%

2.6%MAnot top 5

Held in common24.3%

End-of-day Nov 3, 2026 · share of each fund

OMFL vs MTUM Returns, Every Period

InvescoOMFL

+8.8%

5 years, per year

MTUMiShares

+9.2%

5 years, per year

OMFLMTUMFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

OMFL vs MTUM

YTD

InvescoOMFL

+16.5%

MTUMiShares

+11.6%

+16.5%Year to date+11.6%

−7.6%Worst drop · 1Y−20.1%

12.4%Volatility · 1Y27.8%

0.8%Yield0.7%

$4.7BAssets$17.4B

4–0OMFL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OMFL, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

OMFL0.29%$29

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: OMFL, MTUM

0.83%highest, OMFL

FundTrailing yieldYield$10k

OMFL0.83%$83

MTUM0.67%$67

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$54most kept, OMFL

OMFL$83 − $29 = $54

MTUM$67 − $15 = $52

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: OMFL, MTUM

Today

24.3%most shared, OMFL and MTUM

OMFLMTUM

OMFL—24.3%

MTUM24.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%OMFL, at 12.4% volatility

OMFLWorst drop−7.6%12.4% vol

MTUMWorst drop−20.1%27.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

OMFLMTUM

+16.5%Year to date+11.6%

0.8%Yield0.7%

+18.7%Past year+10.2%

0.29%Fee0.15%

3–1OMFL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026