OEFA vs. SMTH

Last updated Apr 1, 2026

Compare and contrast key facts about ALPS O'Shares International Developed Quality Dividend ETF (OEFA) and ALPS Smith Core Plus Bond ETF (SMTH).

OEFA and SMTH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OEFA is a passively managed fund by ALPS that tracks the performance of the O’Shares International Developed Quality Dividend Index. It was launched on Aug 18, 2015. SMTH is an actively managed fund by ALPS. It was launched on Dec 5, 2023.

Performance

OEFA vs. SMTH - 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 ALPS Smith Core Plus Bond ETF (SMTH). The values are adjusted to include any dividend payments, if applicable.

OEFA vs. SMTH - Yearly Performance Comparison

	2026 (YTD)	2025
OEFA ALPS O'Shares International Developed Quality Dividend ETF	-5.17%	0.25%
SMTH ALPS Smith Core Plus Bond ETF	-0.18%	0.66%

Returns By Period

In the year-to-date period, OEFA achieves a -5.17% return, which is significantly lower than SMTH's -0.18% return.

OEFA

• 1D: 2.83%
• 1M: -10.87%
• YTD: -5.17%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SMTH

• 1D: 0.29%
• 1M: -1.51%
• YTD: -0.18%
• 6M: 0.48%
• 1Y: 3.79%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

OEFA vs. SMTH - Expense Ratio Comparison

OEFA has a 0.48% expense ratio, which is lower than SMTH's 0.59% expense ratio.

SMTH

ALPS Smith Core Plus Bond ETF

OEFA

ALPS O'Shares International Developed Quality Dividend ETF

Return for Risk

OEFA vs. SMTH — Risk / Return Rank

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

SMTH

SMTH Risk / Return Rank: 50
SMTH Sharpe Ratio Rank: 51
SMTH Sortino Ratio Rank: 50
SMTH Omega Ratio Rank: 40
SMTH Calmar Ratio Rank: 60
SMTH Martin Ratio Rank: 48

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. SMTH - 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 ALPS Smith Core Plus Bond ETF (SMTH). 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.

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

Sharpe Ratios by Period

	OEFA	SMTH	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.93	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.60	1.22	-1.81

Correlation

The correlation between OEFA and SMTH is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

OEFA vs. SMTH - Dividend Comparison

OEFA's dividend yield for the trailing twelve months is around 0.98%, less than SMTH's 4.42% yield.

	TTM	2025	2024	2023
OEFA ALPS O'Shares International Developed Quality Dividend ETF	0.98%	0.28%	0.00%	0.00%
SMTH ALPS Smith Core Plus Bond ETF	4.42%	4.46%	4.58%	0.24%

Drawdowns

OEFA vs. SMTH - Drawdown Comparison

The maximum OEFA drawdown since its inception was -13.54%, which is greater than SMTH's maximum drawdown of -4.11%. Use the drawdown chart below to compare losses from any high point for OEFA and SMTH.

Drawdown Indicators

	OEFA	SMTH	Difference
Max Drawdown Largest peak-to-trough decline	-13.54%	-4.11%	-9.43%
Max Drawdown (1Y) Largest decline over 1 year	—	-2.74%	—
Current Drawdown Current decline from peak	-10.92%	-1.92%	-9.00%
Average Drawdown Average peak-to-trough decline	-2.97%	-1.02%	-1.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.91%	—

Volatility

Volatility by Period

	OEFA	SMTH	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.59%	—
Volatility (6M) Calculated over the trailing 6-month period	—	2.49%	—
Volatility (1Y) Calculated over the trailing 1-year period	16.43%	4.31%	+12.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.43%	4.64%	+11.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.43%	4.64%	+11.79%