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OEFA vs IHDG

ALPS O'Shares International Developed Quality Dividend ETF vs WisdomTree International Hedged Quality Dividend Growth Fund

OEFA

ALPS O'Shares International Developed Quality Dividend ETF

ALPS

Annual cost

0.48%

Fund size

$37M

IHDG

WisdomTree International Hedged Quality Dividend Growth Fund

WisdomTree

Annual cost

0.58%

Fund size

$2.2B

Key differences

  • OEFA costs 0.10% less per year.
  • IHDG is significantly larger than OEFA — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

OEFAIHDG
Annual cost (TER)0.48%0.58%
Fund size (AUM)$37M$2.2B
Since20152014
Dividend yield2.01%1.88%
Asset classequityequity
Regionglobal
Strategyindex trackingindex tracking
CAGR 1Y+6.5%+18.1%
CAGR 3Y+10.2%+10.3%
CAGR 5Y+7.4%+8.4%
Sharpe 3Y0.480.51
Volatility 1Y16.04%13.75%
Max drawdown-33.01%-29.24%

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

Similar to OEFA and IHDG