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OEFA vs SPHD

ALPS O'Shares International Developed Quality Dividend ETF vs Invesco S&P 500 High Dividend Low Volatility ETF

OEFA

ALPS O'Shares International Developed Quality Dividend ETF

ALPS

Annual cost

0.48%

Fund size

$37M

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

Invesco

Annual cost

0.30%

Fund size

$3.3B

Key differences

  • SPHD costs 0.18% less per year.
  • SPHD is significantly larger than OEFA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPHD has delivered higher annualized returns.

Side-by-side comparison

OEFASPHD
Annual cost (TER)0.48%0.30%
Fund size (AUM)$37M$3.3B
Since20152012
Dividend yield2.01%4.37%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.4%+12.6%
CAGR 3Y+10.3%+12.2%
CAGR 5Y+7.1%+6.2%
Sharpe 3Y0.490.69
Volatility 1Y16.03%11.06%
Max drawdown-33.01%-41.39%

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

Similar to OEFA and SPHD