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OEFA vs. IDV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

OEFA vs. IDV

Last updated Jun 24, 2026

OEFA (ALPS O'Shares International Developed Quality Dividend ETF) and IDV (iShares International Select Dividend ETF) are both exchange-traded funds - OEFA is a International Equity fund tracking the O’Shares International Developed Quality Dividend Index, while IDV is a Global Equities fund tracking the Dow Jones EPAC Select Dividend. Both are passively managed. A 0.71 correlation means they provide meaningful diversification when combined. OEFA charges 0.48%/yr vs 0.49%/yr for IDV.

Performance

OEFA vs. IDV - 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 iShares International Select Dividend ETF (IDV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OEFA achieves a 2.38% return, which is significantly lower than IDV's 9.00% return.

OEFA

1D
-0.69%
1M
0.87%
YTD
2.38%
6M
1.89%
1Y
—
3Y*
—
5Y*
—
10Y*
—

IDV

1D
-1.21%
1M
-4.79%
YTD
9.00%
6M
9.11%
1Y
30.43%
3Y*
24.49%
5Y*
11.78%
10Y*
10.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OEFA vs. IDV - Yearly Performance Comparison

2026 (YTD)2025
OEFA
ALPS O'Shares International Developed Quality Dividend ETF		2.38%0.73%
IDV
iShares International Select Dividend ETF		9.00%9.59%

Correlation

The correlation between OEFA and IDV is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

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

0.71

OEFA vs. IDV - Sectors Allocation Comparison

Sectors
OEFA
IDV

Industrials

27.4%
6.9%

Consumer Cyclical

15.2%
9.9%

Healthcare

14.5%

-

Technology

14.0%
0.9%

Financial Services

10.9%
30.6%

Consumer Defensive

9.1%
7.2%

Communication Services

5.8%
9.9%

Utilities

3.1%
11.5%

Basic Materials

-

6.3%

Energy

-

14.8%

Real Estate

-

2.3%

Industrials

OEFA
27.4%
IDV
6.9%

Consumer Cyclical

OEFA
15.2%
IDV
9.9%

Healthcare

OEFA
14.5%
IDV

-

Technology

OEFA
14.0%
IDV
0.9%

Financial Services

OEFA
10.9%
IDV
30.6%

Consumer Defensive

OEFA
9.1%
IDV
7.2%

Communication Services

OEFA
5.8%
IDV
9.9%

Utilities

OEFA
3.1%
IDV
11.5%

Basic Materials

OEFA

-

IDV
6.3%

Energy

OEFA

-

IDV
14.8%

Real Estate

OEFA

-

IDV
2.3%

Compare stocks, funds, or ETFs

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ALPS O'Shares International Developed Quality Dividend ETF

iShares International Select Dividend ETF

Often compared with OEFA:
OEFA vs. LGROOEFA vs. MNBDOEFA vs. REITOEFA vs. CCNROEFA vs. ELFYOEFA vs. SMTHOEFA vs. ACLO
Often compared with IDV:
IDV vs. SCHDIDV vs. LVHIIDV vs. VYMIIDV vs. IGROIDV vs. DIVOIDV vs. PIDIDV vs. DVY

Return for Risk

OEFA vs. IDV — 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.

IDV
IDV Risk / Return Rank: 7373
Overall Rank
IDV Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
IDV Sortino Ratio Rank: 7171
Sortino Ratio Rank
IDV Omega Ratio Rank: 7575
Omega Ratio Rank
IDV Calmar Ratio Rank: 7373
Calmar Ratio Rank
IDV Martin Ratio Rank: 7171
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. IDV - 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 iShares International Select Dividend ETF (IDV). 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.

OEFAIDVDifference
Sharpe ratioReturn per unit of total volatility

—

2.32

—

Sortino ratioReturn per unit of downside risk

—

3.08

—

Omega ratioGain probability vs. loss probability

—

1.42

—

Calmar ratioReturn relative to maximum drawdown

—

3.59

—

Martin ratioReturn relative to average drawdown

—

12.85

—

OEFA vs. IDV - Sharpe Ratio Comparison

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Drawdowns

OEFA vs. IDV - Drawdown Comparison

The maximum OEFA drawdown since its inception was -13.54%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for OEFA and IDV.

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Drawdown Indicators

OEFAIDVDifference

Max Drawdown

Largest peak-to-trough decline

-13.54%

-70.14%

+56.60%

Max Drawdown (1Y)

Largest decline over 1 year

—

-8.52%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-11.86%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-29.19%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-42.50%

—

Current Drawdown

Current decline from peak

-3.83%

-5.67%

+1.84%

Average Drawdown

Average peak-to-trough decline

-3.71%

-15.36%

+11.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.37%

—

Volatility

OEFA vs. IDV - Volatility Comparison

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Volatility by Period

OEFAIDVDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

3.96%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

11.11%

—

Volatility (1Y)

Calculated over the trailing 1-year period

17.70%

13.18%

+4.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.70%

15.59%

+2.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.70%

17.70%

0.00%

OEFA vs. IDV - Expense Ratio Comparison

OEFA has a 0.48% expense ratio, which is lower than IDV's 0.49% expense ratio.

Dividends

OEFA vs. IDV - Dividend Comparison

OEFA's dividend yield for the trailing twelve months is around 1.45%, less than IDV's 5.45% yield.

PositionTTM20252024202320222021202020192018201720162015
IDV
iShares International Select Dividend ETF		5.45%4.94%6.46%6.51%7.33%5.78%5.47%5.15%5.93%4.52%4.69%5.08%
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 IDV have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, OEFA is cheaper at 0.48% per year. The better choice depends on whether you care most about return, fees, risk, or income.

OEFA is cheaper with a 0.48% expense ratio, compared with 0.49% for IDV.

IDV has the higher dividend yield at 5.45%, compared with 1.45% for OEFA.

OEFA is categorized as International Equity, while IDV is Global Equities. OEFA tracks O’Shares International Developed Quality Dividend Index, while IDV tracks Dow Jones EPAC Select Dividend. They also come from different issuers: ALPS and iShares. Their fees differ too: 0.48% for OEFA and 0.49% for IDV.

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