Compare · 2 funds side by side · dividends reinvested

OMFL and USMV

OMFLInvesco×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,271OMFL · best of the two

02 / 04

OMFL and USMV, 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%$4.7B1.5

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.5

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 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

OMFL

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

$10,000 five years ago, dividends reinvested · they hold 38.1% in common

OMFLMeasureUSMV

+16.5%Year to dateJan 1 → Nov 3+10.2%

+18.7%1 yearTotal return+11.9%

+19.0%3 years · per year$10,000 became $16,862 · $15,272+15.2%

+8.8%5 years · per year$10,000 became $15,271 · $14,352+7.5%

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

0.83%Trailing 12-mo yield$83 · $137 a year on $10k1.37%

−7.6%Worst dropSmaller is better−6.5%

12.4%VolatilityLower is calmer8.6%

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

4–4Level

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 USMV: Top 5 Holdings

Today

OMFL

26.2%in top 5

USMV

in top 57.7%

OMFLStockUSMV

9.1%AAPLnot top 5

6.4%MSFT1.6%

4.8%NVDAnot top 5

3.4%Vnot top 5

2.6%MAnot top 5

not top 5XOM1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

Held in common38.1%

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

OMFL vs USMV Returns, Every Period

InvescoOMFL

+8.8%

5 years, per year

USMViShares

+7.5%

5 years, per year

OMFLUSMVFaded: behind in that period

4–0OMFL wins

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

OMFL vs USMV

YTD

InvescoOMFL

+16.5%

USMViShares

+10.2%

+16.5%Year to date+10.2%

−7.6%Worst drop · 1Y−6.5%

12.4%Volatility · 1Y8.6%

0.8%Yield1.4%

$4.7BAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: OMFL, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

OMFL0.29%$29

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

Yields: OMFL, USMV

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

OMFL0.83%$83

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

OMFL$83 − $29 = $54

KeptFee

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

Overlap: OMFL, USMV

Today

38.1%most shared, OMFL and USMV

OMFLUSMV

OMFL—38.1%

USMV38.1%—

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

USMVWorst drop−6.5%8.6% vol

OMFLWorst drop−7.6%12.4% vol

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

Paid More vs Made More

YTD

USMVOMFL

+10.2%Year to date+16.5%

1.4%Yield0.8%

+11.9%Past year+18.7%

0.15%Fee0.29%

2–2level

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