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OEFA vs SCHD

ALPS O'Shares International Developed Quality Dividend ETF vs Schwab U.S. Dividend Equity ETF

OEFA

ALPS O'Shares International Developed Quality Dividend ETF

ALPS

Annual cost

0.48%

Fund size

$37M

SCHD

Schwab U.S. Dividend Equity ETF

Schwab ETFs

Annual cost

0.06%

Fund size

$91.1B

Key differences

  • SCHD costs 0.42% less per year.
  • SCHD is significantly larger than OEFA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHD has delivered higher annualized returns.

Side-by-side comparison

OEFASCHD
Annual cost (TER)0.48%0.06%
Fund size (AUM)$37M$91.1B
Since20152011
Dividend yield2.01%3.29%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.4%+31.1%
CAGR 3Y+10.3%+16.2%
CAGR 5Y+7.1%+8.7%
Sharpe 3Y0.490.95
Volatility 1Y16.03%11.01%
Max drawdown-33.01%-33.37%

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

Similar to OEFA and SCHD