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DIVZ vs OEFA
Polen Dividend Income ETF vs ALPS O'Shares International Developed Quality Dividend ETF
Key differences
Both DIVZ and OEFA are equity ETFs. DIVZ charges 0.65% a year and OEFA 0.48%. The main difference: DIVZ follows a active selection strategy; OEFA uses index tracking.
- DIVZ follows a active selection strategy; OEFA uses index tracking.
- DIVZ covers North America; OEFA covers global markets excluding the US.
- OEFA costs 0.17% less per year.
- DIVZ is much larger than OEFA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DIVZ has delivered higher annualized returns.
- OEFA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DIVZ | OEFA | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.48% |
| Fund size (AUM) | $244M | $35M |
| Since | 2021 | 2015 |
| Dividend yield | 2.58% | 1.95% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.9% | +3.9% |
| CAGR 3Y | +16.3% | +10.9% |
| CAGR 5Y | +8.9% | +6.6% |
| Sharpe 3Y | 1.10 | 0.53 |
| Volatility 1Y | 9.28% | 16.10% |
| Max drawdown | -15.43% | -33.01% |
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