OMFS vs OPPJ
Comparison between INVESCO RUSSELL 2000(R) DYNAMIC MULTIFACTOR ETF (OMFS, ETF) and WISDOMTREE JAPAN OPPORTUNITIES FUND (OPPJ, ETF).
5-Year PerformanceOPPJ has outperformed OMFS, delivering a return of +26.7% compared to +7.3%
OMFS vs OPPJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OMFS
$281M
OPPJ
$280M
Expense Ratio
Winner
OMFS
0.39%
OPPJ
0.58%
Max Drawdown
OMFS
43.03%
Winner
OPPJ
41.67%
Sharpe Ratio
OMFS
1.19
Winner
OPPJ
1.73
5Y Beta
OMFS
0.97
Winner
OPPJ
0.67
P/E Ratio
OMFS
-66.26
OPPJ
N/A
Forward P/E
OMFS
13.62
OPPJ
N/A
5Y Dividends CAGR
OMFS
11.02%
Winner
OPPJ
19.10%
5Y EPS CAGR
OMFS
11.31%
OPPJ
N/A
Debt to Equity
OMFS
47.14%
OPPJ
N/A
P/S Ratio
OMFS
0.87
OPPJ
N/A
P/B Ratio
OMFS
1.90
OPPJ
N/A
OMFS vs OPPJ - Holdings Comparison
OMFS and OPPJ have 1 common holdings. Overlap is 0.00%
OMFS's top 25 holdings weight is 7.74%. OPPJ's top 25 holdings weight is 73.44%.
| Rank | OMFS | OPPJ |
|---|---|---|
| #1 | TEREX CORP (TEX) - 0.52% | MARUBENI CORP (n/a) - 11.25% |
| #2 | SIX FLAGS ENTERTAINMENT CORP (FUN) - 0.43% | MITSUI & CO LTD (n/a) - 10.47% |
| #3 | n/a (DK) - 0.40% | MITSUBISHI CORP (n/a) - 10.24% |
| #4 | RXO INC (RXO) - 0.37% | SUMITOMO CORP (n/a) - 8.72% |
| #5 | ANDERSONS INC (ANDE) - 0.37% | ITOCHU CORP (n/a) - 7.47% |
| #6 | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.35% | SOFTBANK CORP (n/a) - 2.45% |
| #7 | n/a (CRC) - 0.33% | KAWASAKI HEAVY INDUSTRIES LTD (n/a) - 2.07% |
| #8 | LIBERTY ENERGY INC CLASS A (LBRT) - 0.33% | TOKYO ELECTRON LTD (n/a) - 2.01% |
| #9 | RED CAT HOLDINGS INC (RCAT) - 0.32% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.96% |
| #10 | CIPHER DIGITAL INC (CIFR) - 0.31% | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 1.96% |
| #11 | SCHOLAR ROCK HOLDING CORP (SRRK) - 0.31% | HANWA CO LTD (n/a) - 1.90% |
| #12 | ARCELLX INC (ACLX) - 0.31% | PANASONIC HOLDINGS CORP (n/a) - 1.84% |
| #13 | WEBULL CORP CLASS A ORDINARY SHARES (BULL) - 0.29% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.69% |
| #14 | SM ENERGY CO (SM) - 0.29% | FAST RETAILING CO LTD (n/a) - 1.46% |
| #15 | PEABODY ENERGY CORP (BTU) - 0.27% | SUZUKI MOTOR CORP (n/a) - 1.43% |
| #16 | CONSTELLIUM SE CLASS A (n/a) - 0.27% | SOMPO HOLDINGS INC (n/a) - 1.41% |
| #17 | DANA INC (DAN) - 0.27% | SBI HOLDINGS INC (n/a) - 1.00% |
| #18 | PAR PACIFIC HOLDINGS INC (PARR) - 0.26% | RAKUTEN GROUP INC (n/a) - 0.93% |
| #19 | CRESCENT ENERGY CO CLASS A (CRGY) - 0.26% | FURUKAWA CO LTD (n/a) - 0.53% |
| #20 | PBF ENERGY INC CLASS A (PBF) - 0.26% | THE FIRST BANK OF TOYAMA LTD (n/a) - 0.51% |
| #21 | D-WAVE QUANTUM INC (QBTS) - 0.26% | CARLIT CO LTD (n/a) - 0.45% |
| #22 | FLUOR CORP (FLR) - 0.25% | KOMEHYO HOLDINGS CO LTD (n/a) - 0.43% |
| #23 | COMPASS INC CLASS A (COMP) - 0.24% | HIRATA CORP (n/a) - 0.42% |
| #24 | QUANEX BUILDING PRODUCTS CORP (NX) - 0.24% | OITA BANK LTD (n/a) - 0.42% |
| #25 | MATSON INC (MATX) - 0.23% | THE 77 BANK LTD (n/a) - 0.42% |
| Total Holdings | 1633 | 118 |
OMFS vs OPPJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OMFS
+1.88%
OPPJ
+0.89%
3M
Winner
OMFS
+4.09%
OPPJ
-1.48%
6M
Winner
OMFS
+11.70%
OPPJ
+0.91%
1Y
OMFS
+25.86%
Winner
OPPJ
+46.49%
5Y(CAGR)
OMFS
+7.34%
Winner
OPPJ
+26.67%
10Y(CAGR)
OMFS
+10.49%
Winner
OPPJ
+19.53%
Max(CAGR)
OMFS
+10.49%
Winner
OPPJ
+17.71%
OMFS vs OPPJ - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | OMFS | OPPJ |
|---|---|---|
| 2026 | +19.91% | +23.38% |
| 2025 | +13.34% | +37.19% |
| 2024 | +4.63% | +20.96% |
| 2023 | +14.98% | +40.41% |
| 2022 | -17.39% | +7.75% |
| 2021 | +30.37% | +17.18% |
| 2020 | +15.67% | -1.32% |
| 2019 | +26.22% | +21.04% |
| 2018 | -9.04% | -17.55% |
| 2017 | +3.71% | +29.81% |
| 2016 | N/A | +12.95% |
| 2015 | N/A | +19.76% |
| 2014 | N/A | +20.29% |
| 2013 | N/A | +14.57% |
OMFS vs OPPJ Drawdown Comparison
The maximum drawdown for OMFS was -42.50%, occurring on Mar 23, 2020. Recovery took 229 trading sessions.
The maximum drawdown for OPPJ was -36.81%, occurring on Mar 16, 2020. Recovery took 774 trading sessions.
The current OMFS drawdown is -1.28%. The current OPPJ drawdown is -4.98%.
| Rank | OMFS | OPPJ |
|---|---|---|
| #1 | -42.50% Dec 19, 2019 - Nov 16, 2020 | -36.81% Jan 8, 2018 - Feb 4, 2021 |
| #2 | -29.23% Nov 12, 2021 - Nov 8, 2024 | -21.35% Aug 10, 2015 - Nov 21, 2016 |
| #3 | -22.94% Aug 27, 2018 - Sep 16, 2019 | -16.49% Jul 16, 2024 - Dec 27, 2024 |
| #4 | -22.35% Nov 25, 2024 - Sep 5, 2025 | -14.50% Mar 27, 2025 - May 12, 2025 |
| #5 | -11.30% Jun 8, 2021 - Oct 25, 2021 | -12.95% Sep 16, 2021 - Aug 12, 2022 |
| #6 | -10.10% Mar 15, 2021 - Jun 7, 2021 | -11.84% Jan 21, 2014 - Jul 1, 2014 |
| #7 | -9.38% Feb 6, 2026 - Apr 14, 2026 | -11.35% Sep 26, 2014 - Oct 31, 2014 |
| #8 | -8.60% Sep 18, 2025 - Dec 3, 2025 | -9.82% Feb 12, 2026 - Apr 8, 2026 |
| #9 | -8.42% Sep 16, 2019 - Nov 4, 2019 | -9.09% May 14, 2026 - Jul 29, 2026 |
| #10 | -7.63% Jan 26, 2018 - May 21, 2018 | -8.77% Jul 18, 2013 - Sep 20, 2013 |
| #11 | -6.57% Feb 9, 2021 - Mar 10, 2021 | -8.35% Mar 22, 2021 - Sep 3, 2021 |
| #12 | -4.90% Nov 24, 2020 - Dec 4, 2020 | -8.13% Mar 13, 2017 - May 3, 2017 |
| #13 | -4.52% Nov 11, 2024 - Nov 25, 2024 | -8.11% Jun 23, 2015 - Aug 5, 2015 |
| #14 | -4.21% Dec 11, 2025 - Jan 8, 2026 | -7.52% Sep 19, 2023 - Nov 30, 2023 |
| #15 | -3.85% May 6, 2026 - May 26, 2026 | -7.13% Mar 8, 2023 - Apr 3, 2023 |
Correlation
Correlation between OMFS and OPPJ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2013 - 2026)
OMFS vs OPPJ dividend yield comparison.
| Year | OMFS | OPPJ |
|---|---|---|
| 2026 | 0.63% | 0.68% |
| 2025 | 0.80% | 1.78% |
| 2024 | 1.87% | 4.02% |
| 2023 | 1.27% | 4.27% |
| 2022 | 1.84% | 5.27% |
| 2021 | 0.66% | 5.92% |
| 2020 | 1.07% | 6.07% |
| 2019 | 1.29% | 4.33% |
| 2018 | 1.50% | 4.12% |
| 2017 | 0.34% | 3.07% |
| 2016 | 0.00% | 3.32% |
| 2015 | 0.00% | 7.22% |
| 2014 | 0.00% | 17.30% |
| 2013 | 0.00% | 0.42% |
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