ETF comparison

OMFLvsSPY

Multi-Factor vs US Large Cap.

Invesco Russell 1000 Dynamic Multifactor ETF · State Street SPDR S&P 500 ETF Trust

Holdings overlap

Weighted by ISIN/CUSIP
51.0%

322 positions appear in both funds. Buying equal dollars of OMFL and SPY would leave roughly51.0%of each dollar exposed to the same underlying securities.

OMFL only 48.9%Shared 51.0%SPY only 48.8%
In OMFL only
156 positions
Shared
322 positions
In SPY only
182 positions

Side by side

OMFL

Invesco Russell 1000 Dynamic Multifactor ETF

Invesco · Multi-Factor

77composite / 100
Expense ratio
0.29%
Net assets
$4.80B
TTM yield
0.81%
Top-10 conc.
36.5%
SPY

State Street SPDR S&P 500 ETF Trust

State Street · US Large Cap

88composite / 100
Expense ratio
0.094%
Net assets
$811.94B
TTM yield
0.99%
Top-10 conc.
38.0%

Sub-score comparison

71
Cost
91
86
Tax efficiency
89
86
Liquidity
100
62
Concentration
60
Tracking quality
OMFLsub-scoreSPY

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

SPY is 20 bps cheaper than OMFL. On a $100,000 position that's about $196/yr more in fees for OMFL.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open thecost calculator pre-filled with OMFL vs SPY.

Top shared holdings

322 shared in total
#HoldingIn OMFLIn SPYOverlap
1Apple Inc.8.57%7.22%7.22%
2NVIDIA Corp.5.05%8.29%5.05%
3Microsoft Corp.3.14%5.68%3.14%
4Alphabet Inc.4.38%3.01%3.01%
5Alphabet Inc.3.53%2.40%2.40%
6Meta Platforms, Inc.1.84%2.01%1.84%
7Amazon.com, Inc.1.65%3.80%1.65%
8Micron Technology, Inc.2.37%1.62%1.62%
9Berkshire Hathaway Inc.1.54%1.40%1.40%
10Visa Inc.2.59%0.94%0.94%
11Broadcom Inc.0.86%2.53%0.86%
12Johnson & Johnson0.73%1.00%0.73%

Only in OMFL

156 total
  • Electronic Arts Inc.0.58%
  • United Therapeutics Corp.0.51%
  • Carlisle Cos. Inc.0.36%
  • Exelixis, Inc.0.30%
  • Reliance, Inc.0.28%
  • SEI Investments Co.0.26%
  • TechnipFMC PLC0.25%
  • Solstice Advanced Materials Inc.0.21%
  • Texas Roadhouse, Inc.0.19%
  • MGIC Investment Corp.0.16%

Only in SPY

182 total
  • JPMORGAN CHASE + CO1.45%
  • EXXONMOBIL HOLDINGS CORP1.01%
  • INTEL CORP0.68%
  • BANK OF AMERICA CORP0.61%
  • GENERAL ELECTRIC0.52%
  • HOME DEPOT INC0.47%
  • GOLDMAN SACHS GROUP INC0.46%
  • WELLS FARGO + CO0.41%
  • ORACLE CORP0.39%
  • MORGAN STANLEY0.39%

Open OMFL or SPY at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodologyand funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see/methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.