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OEFA vs SDY

ALPS O'Shares International Developed Quality Dividend ETF vs State Street SPDR S&P Dividend ETF

OEFA

ALPS O'Shares International Developed Quality Dividend ETF

ALPS

Annual cost

0.48%

Fund size

$37M

SDY

State Street SPDR S&P Dividend ETF

State Street Investment Management

Annual cost

0.35%

Fund size

$22.0B

Key differences

  • SDY costs 0.13% less per year.
  • SDY is significantly larger than OEFA — larger funds tend to be more liquid and less likely to close.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OEFASDY
Annual cost (TER)0.48%0.35%
Fund size (AUM)$37M$22.0B
Since20152005
Dividend yield2.01%2.46%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.4%+14.8%
CAGR 3Y+10.3%+10.1%
CAGR 5Y+7.1%+6.2%
Sharpe 3Y0.490.56
Volatility 1Y16.03%10.48%
Max drawdown-33.01%-36.70%

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

Similar to OEFA and SDY