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OUSA vs HDEF

ALPS O'Shares U.S. Quality Dividend ETF Shares vs Xtrackers MSCI EAFE High Dividend Yield Equity ETF

OUSA

ALPS O'Shares U.S. Quality Dividend ETF Shares

ALPS

Annual cost

0.48%

Fund size

$751M

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity ETF

Xtrackers

Annual cost

0.09%

Fund size

$2.3B

Key differences

  • HDEF costs 0.39% less per year.
  • HDEF is significantly larger than OUSA — larger funds tend to be more liquid and less likely to close.
  • OUSA covers north america markets; HDEF covers global.
  • Over the last 3 years, HDEF has delivered higher annualized returns.

Side-by-side comparison

OUSAHDEF
Annual cost (TER)0.48%0.09%
Fund size (AUM)$751M$2.3B
Since20152015
Dividend yield1.43%3.54%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+13.0%+20.0%
CAGR 3Y+13.6%+17.1%
CAGR 5Y+9.1%+10.5%
Sharpe 3Y0.861.00
Volatility 1Y9.87%11.60%
Max drawdown-33.12%-36.43%

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

Similar to OUSA and HDEF