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OUSA vs IDVZ
ALPS O'Shares U.S. Quality Dividend ETF Shares vs Polen International Dividend Income ETF
Key differences
Both OUSA and IDVZ are equity ETFs. OUSA charges 0.48% a year and IDVZ 0.75%. The main difference: OUSA follows a index tracking strategy; IDVZ uses active selection.
- OUSA follows a index tracking strategy; IDVZ uses active selection.
- OUSA covers North America; IDVZ covers global markets.
- OUSA costs 0.27% less per year.
- OUSA is much larger than IDVZ. Larger funds are usually more liquid and less likely to close.
- OUSA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OUSA | IDVZ | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.75% |
| Fund size (AUM) | $743M | $157M |
| Since | 2015 | 2024 |
| Dividend yield | 1.40% | 2.76% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +10.8% | +20.7% |
| CAGR 3Y | +13.7% | N/A |
| CAGR 5Y | +8.9% | N/A |
| Sharpe 3Y | 0.87 | N/A |
| Volatility 1Y | 9.81% | 12.08% |
| Max drawdown | -33.12% | -10.99% |
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