NEAR vs OMFL

Comparison between ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF) and INVESCO RUSSELL 1000(R) DYNAMIC MULTIFACTOR ETF (OMFL, ETF).

5-Year PerformanceOMFL has outperformed NEAR, delivering a return of +8.7% compared to +3.9%

NEAR vs OMFL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEAR(ETF)	OMFL(ETF)
Net Assets	$4.20B	$4.20B
Expense Ratio	0.25%	0.29%
Max Drawdown	9.68%	33.54%
Sharpe Ratio	0.54	1.59
5Y Beta	0.00	0.87
P/E Ratio	N/A	25.92
Forward P/E	N/A	18.07
5Y Dividends CAGR	32.72%	-2.34%
5Y EPS CAGR	N/A	25.68%
Debt to Equity	N/A	23.29%
P/S Ratio	N/A	2.16
P/B Ratio	N/A	4.12

Net Assets

NEAR

$4.20B

OMFL

$4.20B

Expense Ratio

Winner

NEAR

0.25%

OMFL

0.29%

Max Drawdown

Winner

NEAR

9.68%

OMFL

33.54%

Sharpe Ratio

NEAR

0.54

Winner

OMFL

1.59

5Y Beta

Winner

NEAR

0.00

OMFL

0.87

P/E Ratio

NEAR

N/A

OMFL

25.92

Forward P/E

NEAR

N/A

OMFL

18.07

5Y Dividends CAGR

Winner

NEAR

32.72%

OMFL

-2.34%

5Y EPS CAGR

NEAR

N/A

OMFL

25.68%

Debt to Equity

NEAR

N/A

OMFL

23.29%

P/S Ratio

NEAR

N/A

OMFL

2.16

P/B Ratio

NEAR

N/A

OMFL

4.12

NEAR vs OMFL - Historical Returns

Returns include dividend reinvestment.

Period	NEAR	OMFL
1 month	+0.34%	+7.12%
3 months	+0.23%	+6.31%
6 months	+1.48%	+13.12%
1 year	+4.55%	+24.97%
5 years(CAGR)	+3.87%	+8.67%
10 years(CAGR)	+2.86%	+13.94%
Max(CAGR)	+2.44%	+13.94%

NEAR

+0.34%

Winner

OMFL

+7.12%

NEAR

+0.23%

Winner

OMFL

+6.31%

NEAR

+1.48%

Winner

OMFL

+13.12%

NEAR

+4.55%

Winner

OMFL

+24.97%

5Y(CAGR)

NEAR

+3.87%

Winner

OMFL

+8.67%

10Y(CAGR)

NEAR

+2.86%

Winner

OMFL

+13.94%

Max(CAGR)

NEAR

+2.44%

Winner

OMFL

+13.94%

NEAR vs OMFL - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	NEAR	OMFL
2026	+0.68%	+9.38%
2025	+5.96%	+13.88%
2024	+5.16%	+7.69%
2023	+7.44%	+21.69%
2022	+0.43%	-13.68%
2021	+0.34%	+31.13%
2020	+1.39%	+20.63%
2019	+3.53%	+36.25%
2018	+1.67%	-2.57%
2017	+1.43%	+4.95%
2016	+1.58%	N/A
2015	+0.85%	N/A
2014	+0.59%	N/A
2013	+0.35%	N/A

NEAR vs OMFL Drawdown Comparison

The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.

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

The current NEAR drawdown is -0.11%.

Rank	NEAR	OMFL
#1	-9.61% Mar 5, 2020 - Jul 24, 2020	-33.23% Jan 16, 2020 - Jun 8, 2020
#2	-1.32% Oct 5, 2021 - Dec 19, 2022	-22.45% Dec 29, 2021 - Jul 18, 2023
#3	-1.16% Apr 3, 2025 - Apr 29, 2025	-18.19% Oct 3, 2018 - Apr 1, 2019
#4	-1.13% Feb 27, 2026 - Mar 26, 2026	-17.17% Jun 8, 2020 - Nov 9, 2020
#5	-0.76% Sep 24, 2024 - Dec 4, 2024	-15.52% Feb 13, 2025 - Jun 27, 2025
#6	-0.61% Apr 30, 2025 - Jun 11, 2025	-14.23% Jul 31, 2023 - Dec 13, 2023
#7	-0.58% Mar 27, 2024 - May 3, 2024	-13.35% Mar 28, 2024 - Nov 7, 2024
#8	-0.56% Feb 1, 2024 - Mar 7, 2024	-9.60% Jan 26, 2018 - Jul 12, 2018
#9	-0.46% Mar 8, 2024 - Mar 27, 2024	-7.86% Sep 16, 2019 - Nov 1, 2019
#10	-0.46% Dec 6, 2024 - Jan 8, 2025	-7.58% Feb 25, 2026 - Apr 14, 2026
#11	-0.34% Oct 15, 2014 - Feb 25, 2015	-7.51% Nov 16, 2021 - Dec 27, 2021
#12	-0.30% Nov 3, 2023 - Nov 14, 2023	-6.18% Oct 27, 2025 - Dec 4, 2025
#13	-0.29% May 15, 2024 - Jun 3, 2024	-6.01% May 7, 2021 - Aug 3, 2021
#14	-0.25% Dec 7, 2023 - Dec 13, 2023	-5.85% Feb 12, 2021 - Mar 12, 2021
#15	-0.25% Jan 8, 2025 - Jan 15, 2025	-5.63% Apr 24, 2019 - Jun 18, 2019

Correlation

Correlation between NEAR and OMFL is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2013 - 2026)

NEAR vs OMFL dividend yield comparison.

Year	NEAR	OMFL
2026	1.40%	0.22%
2025	4.54%	0.80%
2024	5.00%	1.22%
2023	4.59%	1.37%
2022	1.78%	1.55%
2021	0.76%	0.95%
2020	1.53%	1.48%
2019	2.69%	1.53%
2018	2.25%	1.39%
2017	1.52%	0.32%
2016	1.07%	0.00%
2015	0.85%	0.00%
2014	0.85%	0.00%
2013	0.15%	0.00%