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IYR vs OMFL

Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and INVESCO RUSSELL 1000(R) DYNAMIC MULTIFACTOR ETF (OMFL, ETF).

5-Year PerformanceOMFL has outperformed IYR, delivering a return of +9.9% compared to +2.2%

IYR vs OMFL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYR
$4.60B
Winner
OMFL
$4.70B
Expense Ratio
IYR
0.37%
Winner
OMFL
0.29%
Max Drawdown
IYR
76.51%
Winner
OMFL
33.54%
Sharpe Ratio
IYR
0.56
Winner
OMFL
1.26
5Y Beta
Winner
IYR
0.47
OMFL
0.85
P/E Ratio
IYR
32.00
Winner
OMFL
23.74
Forward P/E
IYR
30.69
Winner
OMFL
17.79
PEG Ratio
IYR
0.22
OMFL
N/A
5Y Dividends CAGR
Winner
IYR
1.32%
OMFL
-1.45%
5Y EPS CAGR
IYR
6.97%
Winner
OMFL
27.02%
Debt to Equity
Winner
IYR
41.76%
OMFL
53.95%
P/S Ratio
IYR
5.93
Winner
OMFL
2.25
P/B Ratio
Winner
IYR
2.70
OMFL
4.26

IYR vs OMFL - Holdings Comparison

IYR and OMFL have 51 common holdings. Overlap is 1.29%

IYR's top 25 holdings weight is 76.08%. OMFL's top 25 holdings weight is 35.15%.

RankIYROMFL
#1
WELLTOWER INC (WELL) - 11.37%
NVIDIA CORP (NVDA) - 5.85%
#2
PROLOGIS INC (PLD) - 9.34%
APPLE INC (AAPL) - 4.19%
#3
SIMON PROPERTY GROUP INC (SPG) - 4.68%
META PLATFORMS INC CLASS A (META) - 3.39%
#4
DIGITAL REALTY TRUST INC (DLR) - 4.46%
MICROSOFT CORP (MSFT) - 3.02%
#5
EQUINIX INC (EQIX) - 4.34%
AMAZON.COM INC (AMZN) - 2.52%
#6
REALTY INCOME CORP (O) - 4.33%
MICRON TECHNOLOGY INC (MU) - 2.22%
#7
AMERICAN TOWER CORP (AMT) - 3.73%
ALPHABET INC CLASS A (GOOGL) - 1.73%
#8
PUBLIC STORAGE (PSA) - 3.71%
ALPHABET INC CLASS C (GOOG) - 1.41%
#9
VENTAS INC (VTR) - 3.39%
EXXON MOBIL CORP (XOM) - 1.03%
#10
CBRE GROUP INC CLASS A (CBRE) - 2.90%
TESLA INC (TSLA) - 1.01%
#11
IRON MOUNTAIN INC (IRM) - 2.67%
APPLIED MATERIALS INC (AMAT) - 0.99%
#12
CROWN CASTLE INC (CCI) - 2.38%
UBER TECHNOLOGIES INC (UBER) - 0.95%
#13
EXTRA SPACE STORAGE INC (EXR) - 2.20%
LAM RESEARCH CORP (LRCX) - 0.81%
#14
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.08%
FREEPORT-MCMORAN INC (FCX) - 0.78%
#15
AVALONBAY COMMUNITIES INC (AVB) - 1.89%
NETFLIX INC (NFLX) - 0.70%
#16
EQUITY RESIDENTIAL (EQR) - 1.66%
CONOCOPHILLIPS (COP) - 0.66%
#17
ESSEX PROPERTY TRUST INC (ESS) - 1.35%
BROADCOM INC (AVGO) - 0.65%
#18
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.34%
CATERPILLAR INC (CAT) - 0.63%
#19
KIMCO REALTY CORP (KIM) - 1.26%
SLB LTD (SLB) - 0.62%
#20
WEYERHAEUSER CO (WY) - 1.22%
UNITEDHEALTH GROUP INC (UNH) - 0.58%
#21
W.P. CAREY INC (WPC) - 1.20%
DEVON ENERGY CORP (DVN) - 0.29%
#22
ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.19%
PAYPAL HOLDINGS INC (PYPL) - 0.29%
#23
INVITATION HOMES INC (INVH) - 1.17%
TARGET CORP (TGT) - 0.28%
#24
HOST HOTELS & RESORTS INC (HST) - 1.11%
ANGLOGOLD ASHANTI PLC (AU) - 0.28%
#25
HEALTHPEAK PROPERTIES INC (DOC) - 1.11%
OCCIDENTAL PETROLEUM CORP (OXY) - 0.27%
Total Holdings64891

IYR vs OMFL - Historical Returns

Returns include dividend reinvestment.

1M
IYR
-0.75%
Winner
OMFL
+2.78%
3M
IYR
+2.62%
Winner
OMFL
+4.70%
6M
IYR
+4.98%
Winner
OMFL
+11.99%
1Y
IYR
+11.67%
Winner
OMFL
+21.31%
5Y(CAGR)
IYR
+2.16%
Winner
OMFL
+9.91%
10Y(CAGR)
IYR
+5.47%
Winner
OMFL
+14.12%
Max(CAGR)
IYR
+8.46%
Winner
OMFL
+14.12%

IYR vs OMFL - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYROMFL
2026+12.29%+15.17%
2025+4.26%+13.88%
2024+3.50%+7.69%
2023+11.73%+21.69%
2022-24.93%-13.68%
2021+43.60%+31.13%
2020-4.21%+20.63%
2019+31.02%+36.25%
2018-3.81%-2.57%
2017+8.90%+4.95%
2016+8.08%N/A
2015+0.39%N/A
2014+26.89%N/A
2013-0.46%N/A
2012+17.48%N/A
2011+3.90%N/A
2010+26.88%N/A
2009+34.13%N/A
2008-39.37%N/A
2007-18.62%N/A
2006+31.33%N/A
2005+10.31%N/A
2004+30.53%N/A
2003+35.37%N/A
2002+2.87%N/A
2001+11.51%N/A
2000+12.29%N/A

IYR vs OMFL Drawdown Comparison

The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.

The maximum drawdown for OMFL was -33.23%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.

The current IYR drawdown is -2.36%. The current OMFL drawdown is -1.01%.

RankIYROMFL
#1-74.11%
Feb 7, 2007 - Apr 10, 2013		-33.23%
Jan 16, 2020 - Jun 8, 2020
#2-42.32%
Feb 14, 2020 - Apr 20, 2021		-22.45%
Dec 29, 2021 - Jul 18, 2023
#3-33.72%
Dec 31, 2021 - Jun 12, 2026		-18.19%
Oct 3, 2018 - Apr 1, 2019
#4-18.84%
Apr 1, 2004 - Aug 31, 2004		-17.17%
Jun 8, 2020 - Nov 9, 2020
#5-18.54%
May 21, 2013 - Jun 5, 2014		-15.52%
Feb 13, 2025 - Jun 27, 2025
#6-18.38%
Apr 12, 2002 - May 20, 2003		-14.23%
Jul 31, 2023 - Dec 13, 2023
#7-17.09%
Jan 26, 2015 - May 6, 2016		-13.35%
Mar 28, 2024 - Nov 7, 2024
#8-14.25%
Aug 1, 2016 - Sep 11, 2017		-9.60%
Jan 26, 2018 - Jul 12, 2018
#9-13.93%
Aug 21, 2001 - Mar 4, 2002		-7.86%
Sep 16, 2019 - Nov 1, 2019
#10-12.64%
Dec 6, 2018 - Jan 30, 2019		-7.58%
Feb 25, 2026 - Apr 14, 2026
#11-12.50%
Aug 2, 2005 - Jan 6, 2006		-7.51%
Nov 16, 2021 - Dec 27, 2021
#12-12.49%
Dec 18, 2017 - Jun 29, 2018		-6.18%
Oct 27, 2025 - Dec 4, 2025
#13-9.61%
Mar 17, 2006 - Jul 19, 2006		-6.01%
May 7, 2021 - Aug 3, 2021
#14-9.01%
Dec 30, 2004 - May 18, 2005		-5.85%
Feb 12, 2021 - Mar 12, 2021
#15-8.39%
Aug 20, 2018 - Dec 6, 2018		-5.63%
Apr 24, 2019 - Jun 18, 2019

Correlation

Correlation between IYR and OMFL is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2000 - 2026)

IYR vs OMFL dividend yield comparison.

YearIYROMFL
20260.75%0.42%
20252.48%0.80%
20242.57%1.22%
20232.75%1.37%
20222.92%1.55%
20212.06%0.95%
20202.58%1.48%
20193.05%1.53%
20183.53%1.39%
20173.73%0.32%
20164.41%0.00%
20153.92%0.00%
20143.66%0.00%
20133.78%0.00%
20123.71%0.00%
20113.83%0.00%
20103.52%0.00%
20094.21%0.00%
20088.26%0.00%
20074.40%0.00%
20063.46%0.00%
20054.38%0.00%
20044.23%0.00%
20034.70%0.00%
20026.95%0.00%
20015.01%0.00%
20003.37%0.00%

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