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OEFA vs IDVZ
ALPS O'Shares International Developed Quality Dividend ETF vs Polen International Dividend Income ETF
Key differences
Both OEFA and IDVZ are equity ETFs. OEFA charges 0.48% a year and IDVZ 0.75%. The main difference: OEFA follows a index tracking strategy; IDVZ uses active selection.
- OEFA follows a index tracking strategy; IDVZ uses active selection.
- OEFA covers global markets excluding the US; IDVZ covers global markets.
- 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
| OEFA | IDVZ | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.75% |
| Fund size (AUM) | $35M | $157M |
| Since | 2015 | 2024 |
| Dividend yield | 1.95% | 2.76% |
| Asset class | equity | equity |
| Region | global ex us | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.9% | +20.7% |
| CAGR 3Y | +10.9% | N/A |
| CAGR 5Y | +6.6% | N/A |
| Sharpe 3Y | 0.53 | N/A |
| Volatility 1Y | 16.10% | 12.08% |
| Max drawdown | -33.01% | -10.99% |
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