PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
OEFA vs. EINC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

OEFA vs. EINC

Last updated Jun 25, 2026

OEFA (ALPS O'Shares International Developed Quality Dividend ETF) and EINC (VanEck Energy Income ETF) are both exchange-traded funds - OEFA is a International Equity fund tracking the O’Shares International Developed Quality Dividend Index, while EINC is a Energy Equities fund tracking the MVIS North America Energy Infrastructure Index. Both are passively managed. At a correlation of -0.07, they often move in opposite directions. OEFA charges 0.48%/yr vs 0.45%/yr for EINC.

Performance

OEFA vs. EINC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS O'Shares International Developed Quality Dividend ETF (OEFA) and VanEck Energy Income ETF (EINC). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, OEFA achieves a 2.69% return, which is significantly lower than EINC's 24.85% return.

OEFA

1D
0.30%
1M
1.18%
YTD
2.69%
6M
2.11%
1Y
—
3Y*
—
5Y*
—
10Y*
—

EINC

1D
-0.89%
1M
-5.35%
YTD
24.85%
6M
24.98%
1Y
27.43%
3Y*
29.97%
5Y*
20.83%
10Y*
11.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OEFA vs. EINC - Yearly Performance Comparison

2026 (YTD)2025
OEFA
ALPS O'Shares International Developed Quality Dividend ETF		2.69%0.73%
EINC
VanEck Energy Income ETF		24.85%-1.21%

Correlation

The correlation between OEFA and EINC is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 1, 2025

-0.07

OEFA vs. EINC - Sectors Allocation Comparison

Sectors
OEFA
EINC

Industrials

27.4%
2.5%

Consumer Cyclical

15.2%

-

Healthcare

14.5%

-

Technology

14.0%

-

Financial Services

10.9%

-

Consumer Defensive

9.1%

-

Communication Services

5.8%

-

Utilities

3.1%
0.6%

Basic Materials

-

-

Energy

-

99.4%

Real Estate

-

-

Industrials

OEFA
27.4%
EINC
2.5%

Consumer Cyclical

OEFA
15.2%
EINC

-

Healthcare

OEFA
14.5%
EINC

-

Technology

OEFA
14.0%
EINC

-

Financial Services

OEFA
10.9%
EINC

-

Consumer Defensive

OEFA
9.1%
EINC

-

Communication Services

OEFA
5.8%
EINC

-

Utilities

OEFA
3.1%
EINC
0.6%

Basic Materials

OEFA

-

EINC

-

Energy

OEFA

-

EINC
99.4%

Real Estate

OEFA

-

EINC

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ALPS O'Shares International Developed Quality Dividend ETF

VanEck Energy Income ETF

Often compared with OEFA:
OEFA vs. LGROOEFA vs. MNBDOEFA vs. REITOEFA vs. CCNROEFA vs. ELFYOEFA vs. IDVOEFA vs. SMTH
Often compared with EINC:
EINC vs. XLEEINC vs. BIZDEINC vs. EMLPEINC vs. SMHEINC vs. IXCEINC vs. VPUEINC vs. ERY

Return for Risk

OEFA vs. EINC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
OEFA

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EINC
EINC Risk / Return Rank: 6262
Overall Rank
EINC Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
EINC Sortino Ratio Rank: 5959
Sortino Ratio Rank
EINC Omega Ratio Rank: 5858
Omega Ratio Rank
EINC Calmar Ratio Rank: 7676
Calmar Ratio Rank
EINC Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OEFA vs. EINC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS O'Shares International Developed Quality Dividend ETF (OEFA) and VanEck Energy Income ETF (EINC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

OEFAEINCDifference
Sharpe ratioReturn per unit of total volatility

—

1.83

—

Sortino ratioReturn per unit of downside risk

—

2.48

—

Omega ratioGain probability vs. loss probability

—

1.32

—

Calmar ratioReturn relative to maximum drawdown

—

3.49

—

Martin ratioReturn relative to average drawdown

—

8.81

—

OEFA vs. EINC - Sharpe Ratio Comparison

Loading charts...

Drawdowns

OEFA vs. EINC - Drawdown Comparison

The maximum OEFA drawdown since its inception was -13.54%, smaller than the maximum EINC drawdown of -87.55%. Use the drawdown chart below to compare losses from any high point for OEFA and EINC.

Loading charts...

Drawdown Indicators

OEFAEINCDifference

Max Drawdown

Largest peak-to-trough decline

-13.54%

-87.55%

+74.01%

Max Drawdown (1Y)

Largest decline over 1 year

—

-7.89%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-16.01%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-19.87%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-68.85%

—

Current Drawdown

Current decline from peak

-3.54%

-5.35%

+1.81%

Average Drawdown

Average peak-to-trough decline

-3.71%

-44.14%

+40.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.12%

—

Volatility

OEFA vs. EINC - Volatility Comparison

Loading charts...

Volatility by Period

OEFAEINCDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

6.28%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

11.93%

—

Volatility (1Y)

Calculated over the trailing 1-year period

17.65%

15.11%

+2.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.65%

19.55%

-1.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.65%

25.43%

-7.78%

OEFA vs. EINC - Expense Ratio Comparison

OEFA has a 0.48% expense ratio, which is higher than EINC's 0.45% expense ratio.

Dividends

OEFA vs. EINC - Dividend Comparison

OEFA's dividend yield for the trailing twelve months is around 1.45%, less than EINC's 3.55% yield.

PositionTTM20252024202320222021202020192018201720162015
EINC
VanEck Energy Income ETF		3.55%4.51%3.33%3.77%2.89%6.03%6.69%9.66%11.31%8.53%9.71%28.53%
OEFA
ALPS O'Shares International Developed Quality Dividend ETF		1.45%0.28%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

OEFA and EINC have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EINC is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EINC is cheaper with a 0.45% expense ratio, compared with 0.48% for OEFA.

EINC has the higher dividend yield at 3.55%, compared with 1.45% for OEFA.

OEFA is categorized as International Equity, while EINC is Energy Equities. OEFA tracks O’Shares International Developed Quality Dividend Index, while EINC tracks MVIS North America Energy Infrastructure Index. They also come from different issuers: ALPS and VanEck. Their fees differ too: 0.48% for OEFA and 0.45% for EINC.

Portfolio Optimizer

Find the right allocation for OEFA and EINC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer