OEFA vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricOEFAVOOWinner
Expense Ratio0.48%0.03%
AUM$36M$979.0B
Dividend Yield3.45%1.09%
Holdings50509
YTD Return+10.35%+13.79%
1Y Return-+23.01%
3Y Return (annualized)-+21.78%
5Y Return (annualized)-+13.39%
Volatility (annualized)-14.1%
Max Drawdown-13.5%-34.3%
Fund FamilyALPS AdvisorsVanguard (US)
CategoryEquityEquity
InceptionAug 18, 2015Sep 7, 2010

OEFA vs VOO Performance

O Shares International Developed Quality Dividend ETF (OEFA) is a ETF from ALPS Advisors and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, OEFA is up 10.35% versus a gain of 13.79% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -13.5% for OEFA and -34.3% for VOO. 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 VOO charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, OEFA currently yields 3.45% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

OEFA and VOO share 0 holdings out of 554 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 VOO?

OEFA has an expense ratio of 0.48% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

What is the holdings overlap between OEFA and VOO?

OEFA and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 554 unique securities.

Which pays a higher dividend, OEFA or VOO?

OEFA yields 3.45% while VOO yields 1.09%, so OEFA currently pays the higher dividend yield.

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