Is OMFL the New SCHD? Dynamic Multifactor ETF
OMFL's dynamic multifactor strategy has outperformed. We look at how it works and overlooked risks.
#omfl
Dynamic Multifactor Strategy Document:
https://www.invesco.com/content/dam/i...
--- Follow-up Videos:
Factor Investing Explained [Small Cap Value Tilt?] • Factor Investing Explained [Small Cap Valu...
Mutual Funds vs ETFs vs Index Funds - What you NEED to Know! • Mutual Funds vs ETFs - What you NEED to Know!
Three-Fund Portfolio [The BEST Portfolio!] • Three-Fund Portfolio [The BEST Portfolio!]
Asset Allocation Explained [Modern Portfolio Theory] • Asset Allocation Explained [Modern Portfol...
--- Outline
00:00 Intro
00:45 OMFL Overview
02:32 OMFL Performance
03:42 Risk & Return
04:45 Active Management Risk
06:27 Underperformance Risk
08:24 1.5% Higher Expense Estimate (including turnover costs)
13:29 Risk vs Reward - Is OMFL a Mistake?
17:36 My Opinion
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Disclaimer: I am not a financial advisor. My videos are for educational purposes and are my opinions. You should seek advice from a professional advisor or perform your own research. There is no guarantee you will be successful following my opinions.