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OMFL vs ISTB

Comparison between INVESCO RUSSELL 1000(R) DYNAMIC MULTIFACTOR ETF (OMFL, ETF) and ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF).

5-Year PerformanceOMFL has outperformed ISTB, delivering a return of +8.9% compared to +1.8%

OMFL vs ISTB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OMFL
$4.60B
Winner
ISTB
$4.70B
Expense Ratio
OMFL
0.29%
Winner
ISTB
0.06%
Max Drawdown
OMFL
33.54%
Winner
ISTB
11.76%
Sharpe Ratio
Winner
OMFL
1.26
ISTB
0.06
5Y Beta
OMFL
0.87
Winner
ISTB
0.01
P/E Ratio
OMFL
26.18
ISTB
N/A
Forward P/E
OMFL
18.54
ISTB
N/A
5Y Dividends CAGR
OMFL
-2.34%
Winner
ISTB
15.52%
5Y EPS CAGR
OMFL
26.19%
ISTB
N/A
Debt to Equity
OMFL
31.19%
ISTB
N/A
P/S Ratio
OMFL
2.19
ISTB
N/A
P/B Ratio
OMFL
4.23
ISTB
N/A

OMFL vs ISTB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OMFL
+1.86%
ISTB
-0.10%
3M
Winner
OMFL
+8.56%
ISTB
-0.22%
6M
Winner
OMFL
+10.57%
ISTB
+0.69%
1Y
Winner
OMFL
+20.39%
ISTB
+3.93%
5Y(CAGR)
Winner
OMFL
+8.92%
ISTB
+1.81%
10Y(CAGR)
Winner
OMFL
+13.84%
ISTB
+2.26%
Max(CAGR)
Winner
OMFL
+13.84%
ISTB
+2.00%

OMFL vs ISTB - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearOMFLISTB
2026+9.67%+0.28%
2025+13.88%+6.36%
2024+7.69%+4.64%
2023+21.69%+5.44%
2022-13.68%-5.89%
2021+31.13%-0.74%
2020+20.63%+4.69%
2019+36.25%+5.50%
2018-2.57%+1.12%
2017+4.95%+1.76%
2016N/A+2.69%
2015N/A+0.57%
2014N/A+1.20%
2013N/A+0.62%
2012N/A-0.02%

OMFL vs ISTB Drawdown Comparison

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

The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

The current OMFL drawdown is -2.12%. The current ISTB drawdown is -0.60%.

RankOMFLISTB
#1-33.23%
Jan 16, 2020 - Jun 8, 2020
-9.34%
Aug 3, 2021 - Jul 11, 2024
#2-22.45%
Dec 29, 2021 - Jul 18, 2023
-6.06%
Mar 6, 2020 - May 15, 2020
#3-18.19%
Oct 3, 2018 - Apr 1, 2019
-2.26%
May 8, 2013 - Aug 13, 2014
#4-17.17%
Jun 8, 2020 - Nov 9, 2020
-1.63%
Sep 7, 2017 - Dec 14, 2018
#5-15.52%
Feb 13, 2025 - Jun 27, 2025
-1.45%
Oct 21, 2016 - Apr 3, 2017
#6-14.23%
Jul 31, 2023 - Dec 13, 2023
-1.36%
Sep 24, 2024 - Feb 5, 2025
#7-13.35%
Mar 28, 2024 - Nov 7, 2024
-1.26%
Feb 27, 2026 - Mar 26, 2026
#8-9.60%
Jan 26, 2018 - Jul 12, 2018
-1.19%
Oct 14, 2015 - Mar 11, 2016
#9-7.86%
Sep 16, 2019 - Nov 1, 2019
-1.03%
Apr 3, 2025 - Apr 25, 2025
#10-7.58%
Feb 25, 2026 - Apr 14, 2026
-0.97%
Apr 16, 2015 - Oct 14, 2015
#11-7.51%
Nov 16, 2021 - Dec 27, 2021
-0.80%
Oct 21, 2014 - Jan 14, 2015
#12-6.18%
Oct 27, 2025 - Dec 4, 2025
-0.77%
Sep 4, 2019 - Oct 3, 2019
#13-6.01%
May 7, 2021 - Aug 3, 2021
-0.74%
Feb 10, 2021 - Jun 7, 2021
#14-5.85%
Feb 12, 2021 - Mar 12, 2021
-0.73%
Apr 30, 2025 - Jun 4, 2025
#15-5.63%
Apr 24, 2019 - Jun 18, 2019
-0.68%
May 13, 2016 - Jun 8, 2016

Correlation

Correlation between OMFL and ISTB is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2012 - 2026)

OMFL vs ISTB dividend yield comparison.

YearOMFLISTB
20260.22%1.78%
20250.80%4.12%
20241.22%3.83%
20231.37%2.97%
20221.55%2.01%
20210.95%1.69%
20201.48%2.20%
20191.53%2.75%
20181.39%2.57%
20170.32%2.06%
20160.00%1.90%
20150.00%1.58%
20140.00%1.07%
20130.00%0.60%
20120.00%0.09%

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