OEFA vs SCHD
O Shares International Developed Quality Dividend ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | OEFA | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.48% | 0.06% | |
| AUM | $36M | $103.7B | |
| Dividend Yield | 3.45% | 3.31% | |
| Holdings | 50 | 104 | |
| YTD Return | +10.38% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -13.5% | -33.4% | |
| Fund Family | ALPS Advisors | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Aug 18, 2015 | Oct 20, 2011 |
OEFA vs SCHD Performance
O Shares International Developed Quality Dividend ETF (OEFA) is a ETF from ALPS Advisors and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, OEFA is up 10.38% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -13.5% for OEFA and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
OEFA charges 0.48% per year while SCHD charges 0.06%. On a $10,000 position that is $48 vs $6 annually, a gap of $42 per year that compounds over a long holding period. On income, OEFA currently yields 3.45% against 3.31% for SCHD.
Holdings Overlap
OEFA and SCHD share 0 holdings out of 149 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OEFA or SCHD?
OEFA has an expense ratio of 0.48% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
What is the holdings overlap between OEFA and SCHD?
OEFA and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 149 unique securities.
Which pays a higher dividend, OEFA or SCHD?
OEFA yields 3.45% while SCHD yields 3.31%, so OEFA currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.