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IDVZ vs OEFA
Polen International Dividend Income ETF vs ALPS O'Shares International Developed Quality Dividend ETF
Key differences
Both IDVZ and OEFA are equity ETFs. IDVZ charges 0.75% a year and OEFA 0.48%. The main difference: IDVZ follows a active selection strategy; OEFA uses index tracking.
- IDVZ follows a active selection strategy; OEFA uses index tracking.
- IDVZ covers global markets; OEFA covers global markets excluding the US.
- OEFA costs 0.27% less per year.
- IDVZ is much larger than OEFA. Larger funds are usually more liquid and less likely to close.
- OEFA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IDVZ | OEFA | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.48% |
| Fund size (AUM) | $157M | $35M |
| Since | 2024 | 2015 |
| Dividend yield | 2.76% | 1.95% |
| Asset class | equity | equity |
| Region | global | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +20.7% | +3.9% |
| CAGR 3Y | N/A | +10.9% |
| CAGR 5Y | N/A | +6.6% |
| Sharpe 3Y | N/A | 0.53 |
| Volatility 1Y | 12.08% | 16.10% |
| Max drawdown | -10.99% | -33.01% |
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