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OEFA vs DIVZ
ALPS O'Shares International Developed Quality Dividend ETF vs Polen Dividend Income ETF
Key differences
Both OEFA and DIVZ are equity ETFs. OEFA charges 0.48% a year and DIVZ 0.65%. The main difference: OEFA follows a index tracking strategy; DIVZ uses active selection.
- OEFA follows a index tracking strategy; DIVZ uses active selection.
- OEFA covers global markets excluding the US; DIVZ covers North America.
- 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
| OEFA | DIVZ | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.65% |
| Fund size (AUM) | $35M | $244M |
| Since | 2015 | 2021 |
| Dividend yield | 1.95% | 2.58% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.9% | +12.9% |
| CAGR 3Y | +10.9% | +16.3% |
| CAGR 5Y | +6.6% | +8.9% |
| Sharpe 3Y | 0.53 | 1.10 |
| Volatility 1Y | 16.10% | 9.28% |
| Max drawdown | -33.01% | -15.43% |
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