OMFL vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricOMFLVXUSWinner
Expense Ratio0.29%0.05%
AUM$4.7B$156.5B
Dividend Yield0.81%2.60%
Holdings4818,747
YTD Return+12.19%+11.13%
1Y Return+19.08%+27.13%
3Y Return (annualized)+12.03%+17.24%
5Y Return (annualized)+9.40%+8.71%
Volatility (annualized)17.4%15.1%
Max Drawdown-33.2%-39.9%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionNov 8, 2017Jan 26, 2011

OMFL vs VXUS Performance

Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) is a ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year OMFL returned +19.08% while VXUS returned +27.13%. Year to date, OMFL is up 12.19% versus a gain of 11.13% for VXUS.

Over three years, OMFL compounded at +12.03% per year against +17.24% for VXUS; over five years the annualized figures are +9.40% and +8.71% respectively. Across the full 9-year window we track, OMFL has the edge at +13.85% annualized vs +4.66%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

OMFL has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -33.2% for OMFL and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

OMFL charges 0.29% per year while VXUS charges 0.05%. On a $10,000 position that is $29 vs $5 annually, a gap of $24 per year that compounds over a long holding period. On income, OMFL currently yields 0.81% against 2.60% for VXUS.

Holdings Overlap

0.3%overlap

OMFL and VXUS share 9 holdings out of 8422 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in OMFLWeight in VXUSDifference
2345:TW0.27%0.05%0.22%
ANGJ:ZA0.09%0.13%0.04%
BAM:CA0.11%0.04%0.07%
KRProProPro
RBA:CAProProPro
GFL:CAProProPro
QGEN:ASProProPro
SREProProPro
AMProProPro
See all 9 holdings OMFL shares with VXUS
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, OMFL or VXUS?

OMFL has an expense ratio of 0.29% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $24 per year of difference.

Which performed better, OMFL or VXUS?

Over the past year OMFL returned +19.08% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), OMFL annualized +13.85% vs +4.66% for VXUS. Past performance does not guarantee future results.

Which is riskier, OMFL or VXUS?

OMFL has been the more volatile fund at 17.4% annualized versus 15.1% for VXUS. Worst drawdown: OMFL -33.2% vs VXUS -39.9%.

Should I hold both OMFL and VXUS?

OMFL and VXUS have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between OMFL and VXUS?

OMFL and VXUS share 9 common holdings with a 0.3% weight overlap. Combined, they hold 8422 unique securities.

Which pays a higher dividend, OMFL or VXUS?

OMFL yields 0.81% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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