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DWX vs OEFA

State Street SPDR S&P International Dividend ETF vs ALPS O'Shares International Developed Quality Dividend ETF

DWX

State Street SPDR S&P International Dividend ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$512M

OEFA

ALPS O'Shares International Developed Quality Dividend ETF

ALPS

Annual cost

0.48%

Fund size

$37M

Key differences

  • DWX is significantly larger than OEFA — larger funds tend to be more liquid and less likely to close.
  • DWX is classified as alternative, while OEFA is equity — different risk/return profiles.
  • Over the last 3 years, DWX has delivered higher annualized returns.
  • DWX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DWXOEFA
Annual cost (TER)0.45%0.48%
Fund size (AUM)$512M$37M
Since20082015
Dividend yield4.18%2.01%
Asset classalternativeequity
Region
Strategyindex trackingindex tracking
CAGR 1Y+17.9%+5.4%
CAGR 3Y+14.9%+10.3%
CAGR 5Y+7.8%+7.1%
Sharpe 3Y0.980.49
Volatility 1Y10.88%16.03%
Max drawdown-36.05%-33.01%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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