OEFA vs. SMTH
OEFA (ALPS O'Shares International Developed Quality Dividend ETF) and SMTH (ALPS Smith Core Plus Bond ETF) are both exchange-traded funds - OEFA is a Quality Factor fund tracking the O’Shares International Developed Quality Dividend Index, while SMTH is a Intermediate Core-Plus Bond fund actively managed by ALPS. OEFA is passively managed, while SMTH is actively managed. Their 0.54 correlation means they have sometimes moved together and sometimes differently. OEFA charges 0.48%/yr vs 0.59%/yr for SMTH.
Performance
OEFA vs. SMTH - Performance Comparison
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Returns By Period
In the year-to-date period, OEFA achieves a 7.89% return, which is significantly higher than SMTH's -0.55% return.
OEFA
- 1D
- -0.71%
- 1M
- 2.44%
- 6M
- 5.53%
- YTD
- 7.89%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
SMTH
- 1D
- -0.19%
- 1M
- -1.35%
- 6M
- -0.70%
- YTD
- -0.55%
- 1Y
- 1.79%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $54.40K | $51.66K | $155.29K | |
| $9.08M | $9.58M | $10.09M |
OEFA vs. SMTH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OEFA ALPS O'Shares International Developed Quality Dividend ETF | 7.89% | 0.73% |
SMTH ALPS Smith Core Plus Bond ETF | -0.55% | 0.74% |
Correlation
The correlation between OEFA and SMTH is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 1, 2025 | 0.54 |
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Return for Risk
OEFA vs. SMTH — Risk / Return Rank
OEFA
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SMTH
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.
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.
| OEFA | SMTH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.12 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.92 | — |
| Martin ratioReturn relative to average drawdown | — | 2.35 | — |
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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.
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Drawdown Indicators
| OEFA | SMTH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.54% | -4.11% | -9.43% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.74% | — |
Current DrawdownCurrent decline from peak | -0.71% | -2.28% | +1.57% |
Average DrawdownAverage peak-to-trough decline | -3.44% | -1.08% | -2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.07% | — |
Volatility
OEFA vs. SMTH - Volatility Comparison
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Volatility by Period
| OEFA | SMTH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.94% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.85% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.23% | 3.65% | +13.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 4.54% | +12.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 4.54% | +12.69% |
OEFA vs. SMTH - Expense Ratio Comparison
OEFA has a 0.48% expense ratio, which is lower than SMTH's 0.59% expense ratio.
Dividends
OEFA vs. SMTH - Dividend Comparison
OEFA's dividend yield for the trailing twelve months is around 1.38%, less than SMTH's 4.44% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
OEFA ALPS O'Shares International Developed Quality Dividend ETF | 1.38% | 0.28% | 0.00% | 0.00% |
SMTH ALPS Smith Core Plus Bond ETF | 4.44% | 4.46% | 4.58% | 0.24% |
Frequently Asked Questions
OEFA and SMTH have a correlation of 0.54, 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 0.59% for SMTH.
SMTH has the higher dividend yield at 4.44%, compared with 1.38% for OEFA.
OEFA is categorized as Quality Factor, while SMTH is Intermediate Core-Plus Bond. Their fees differ too: 0.48% for OEFA and 0.59% for SMTH.
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