OEFA vs VYM
O Shares International Developed Quality Dividend ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | OEFA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.48% | 0.04% | |
| AUM | $36M | $79.0B | |
| Dividend Yield | 3.45% | 2.86% | |
| Holdings | 50 | 568 | |
| YTD Return | +10.38% | +15.80% | |
| 1Y Return | - | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -13.5% | -58.8% | |
| Fund Family | ALPS Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 18, 2015 | Nov 10, 2006 |
OEFA vs VYM Performance
O Shares International Developed Quality Dividend ETF (OEFA) is a ETF from ALPS Advisors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, OEFA is up 10.38% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -13.5% for OEFA and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $48 vs $4 annually, a gap of $44 per year that compounds over a long holding period. On income, OEFA currently yields 3.45% against 2.86% for VYM.
Holdings Overlap
OEFA and VYM share 0 holdings out of 607 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 VYM?
OEFA has an expense ratio of 0.48% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
What is the holdings overlap between OEFA and VYM?
OEFA and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 607 unique securities.
Which pays a higher dividend, OEFA or VYM?
OEFA yields 3.45% while VYM yields 2.86%, 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.