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 +8.7% compared to +3.9%

OMFL vs NEAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

OMFL

$4.20B

NEAR

$4.20B

Expense Ratio

OMFL

0.29%

Winner

NEAR

0.25%

Max Drawdown

OMFL

33.54%

Winner

NEAR

9.68%

Sharpe Ratio

Winner

OMFL

1.59

NEAR

0.54

5Y Beta

OMFL

0.87

Winner

NEAR

0.00

P/E Ratio

OMFL

25.92

NEAR

N/A

Forward P/E

OMFL

18.07

NEAR

N/A

5Y Dividends CAGR

OMFL

-2.34%

Winner

NEAR

32.72%

5Y EPS CAGR

OMFL

25.68%

NEAR

N/A

Debt to Equity

OMFL

23.29%

NEAR

N/A

P/S Ratio

OMFL

2.16

NEAR

N/A

P/B Ratio

OMFL

4.12

NEAR

N/A

OMFL vs NEAR - Historical Returns

Returns include dividend reinvestment.

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

Winner

OMFL

+7.12%

NEAR

+0.34%

Winner

OMFL

+6.31%

NEAR

+0.23%

Winner

OMFL

+13.12%

NEAR

+1.48%

Winner

OMFL

+24.97%

NEAR

+4.55%

5Y(CAGR)

Winner

OMFL

+8.67%

NEAR

+3.87%

10Y(CAGR)

Winner

OMFL

+13.94%

NEAR

+2.86%

Max(CAGR)

Winner

OMFL

+13.94%

NEAR

+2.44%

OMFL vs NEAR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	OMFL	NEAR
2026	+9.38%	+0.68%
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 NEAR drawdown is -0.11%.

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 - Mar 26, 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	-0.25% Dec 7, 2023 - Dec 13, 2023
#15	-5.63% Apr 24, 2019 - Jun 18, 2019	-0.25% Jan 8, 2025 - Jan 15, 2025

Correlation

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

0.91

-101

Dividend Comparison (2013 - 2026)

OMFL vs NEAR dividend yield comparison.

Year	OMFL	NEAR
2026	0.22%	1.40%
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%