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OEFA vs IQDG

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

OEFA

ALPS O'Shares International Developed Quality Dividend ETF

ALPS

Annual cost

0.48%

Fund size

$37M

IQDG

WisdomTree International Quality Dividend Growth Fund

WisdomTree

Annual cost

0.42%

Fund size

$714M

Key differences

  • IQDG costs 0.06% less per year.
  • IQDG is significantly larger than OEFA — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

OEFAIQDG
Annual cost (TER)0.48%0.42%
Fund size (AUM)$37M$714M
Since20152016
Dividend yield2.01%2.18%
Asset classequityequity
Region
Strategyindex trackingindex tracking
CAGR 1Y+6.5%+15.5%
CAGR 3Y+10.2%+9.8%
CAGR 5Y+7.4%+4.7%
Sharpe 3Y0.480.45
Volatility 1Y16.04%16.31%
Max drawdown-33.01%-34.96%

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

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