OMFL vs NEAR
Comparison between INVESCO RUSSELL 1000(R) DYNAMIC MULTIFACTOR ETF (OMFL, ETF) and ISHARES SHORT DURATION BOND ACTIVE ETF (NEAR, ETF).
5-Year PerformanceOMFL has outperformed NEAR, delivering a return of +9.9% compared to +3.9%
OMFL vs NEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OMFL vs NEAR - Historical Returns
Returns include dividend reinvestment.
OMFL vs NEAR - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | OMFL | NEAR |
|---|---|---|
| 2026 | +12.66% | +0.95% |
| 2025 | +13.88% | +5.96% |
| 2024 | +7.69% | +5.16% |
| 2023 | +21.69% | +7.44% |
| 2022 | -13.68% | +0.43% |
| 2021 | +31.13% | +0.34% |
| 2020 | +20.63% | +1.39% |
| 2019 | +36.25% | +3.53% |
| 2018 | -2.57% | +1.67% |
| 2017 | +4.95% | +1.43% |
| 2016 | N/A | +1.58% |
| 2015 | N/A | +0.85% |
| 2014 | N/A | +0.59% |
| 2013 | N/A | +0.35% |
OMFL vs NEAR Drawdown Comparison
The maximum drawdown for OMFL was -33.23%, occurring on Mar 23, 2020. Recovery took 98 trading sessions.
The maximum drawdown for NEAR was -9.61%, occurring on Mar 19, 2020. Recovery took 98 trading sessions.
The current OMFL drawdown is -0.01%. The current NEAR drawdown is -0.04%.
| Rank | OMFL | NEAR |
|---|---|---|
| #1 | -33.23% Jan 16, 2020 - Jun 8, 2020 | -9.61% Mar 5, 2020 - Jul 24, 2020 |
| #2 | -22.45% Dec 29, 2021 - Jul 18, 2023 | -1.32% Oct 5, 2021 - Dec 19, 2022 |
| #3 | -18.19% Oct 3, 2018 - Apr 1, 2019 | -1.16% Apr 3, 2025 - Apr 29, 2025 |
| #4 | -17.17% Jun 8, 2020 - Nov 9, 2020 | -1.13% Feb 27, 2026 - Jun 15, 2026 |
| #5 | -15.52% Feb 13, 2025 - Jun 27, 2025 | -0.76% Sep 24, 2024 - Dec 4, 2024 |
| #6 | -14.23% Jul 31, 2023 - Dec 13, 2023 | -0.61% Apr 30, 2025 - Jun 11, 2025 |
| #7 | -13.35% Mar 28, 2024 - Nov 7, 2024 | -0.58% Mar 27, 2024 - May 3, 2024 |
| #8 | -9.60% Jan 26, 2018 - Jul 12, 2018 | -0.56% Feb 1, 2024 - Mar 7, 2024 |
| #9 | -7.86% Sep 16, 2019 - Nov 1, 2019 | -0.46% Mar 8, 2024 - Mar 27, 2024 |
| #10 | -7.58% Feb 25, 2026 - Apr 14, 2026 | -0.46% Dec 6, 2024 - Jan 8, 2025 |
| #11 | -7.51% Nov 16, 2021 - Dec 27, 2021 | -0.34% Oct 15, 2014 - Feb 25, 2015 |
| #12 | -6.18% Oct 27, 2025 - Dec 4, 2025 | -0.30% Nov 3, 2023 - Nov 14, 2023 |
| #13 | -6.01% May 7, 2021 - Aug 3, 2021 | -0.29% May 15, 2024 - Jun 3, 2024 |
| #14 | -5.85% Feb 12, 2021 - Mar 12, 2021 | -0.26% Jun 16, 2026 - Jun 26, 2026 |
| #15 | -5.63% Apr 24, 2019 - Jun 18, 2019 | -0.25% Dec 7, 2023 - Dec 13, 2023 |
Correlation
Correlation between OMFL and NEAR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2013 - 2026)
OMFL vs NEAR dividend yield comparison.
| Year | OMFL | NEAR |
|---|---|---|
| 2026 | 0.43% | 2.11% |
| 2025 | 0.80% | 4.54% |
| 2024 | 1.22% | 5.00% |
| 2023 | 1.37% | 4.59% |
| 2022 | 1.55% | 1.78% |
| 2021 | 0.95% | 0.76% |
| 2020 | 1.48% | 1.53% |
| 2019 | 1.53% | 2.69% |
| 2018 | 1.39% | 2.25% |
| 2017 | 0.32% | 1.52% |
| 2016 | 0.00% | 1.07% |
| 2015 | 0.00% | 0.85% |
| 2014 | 0.00% | 0.85% |
| 2013 | 0.00% | 0.15% |
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