OEUR vs. IEV
Compare and contrast key facts about OShares Europe Quality Dividend ETF (OEUR) and iShares Europe ETF (IEV).
OEUR and IEV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OEUR is a passively managed fund by O'Shares Investments that tracks the performance of the OEUR-US - O'Shares Europe Quality Dividend Index. It was launched on Aug 19, 2015. IEV is a passively managed fund by iShares that tracks the performance of the S&P Europe 350 Index. It was launched on Jul 25, 2000. Both OEUR and IEV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OEUR or IEV.
Correlation
The correlation between OEUR and IEV is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
OEUR vs. IEV - Performance Comparison
Key characteristics
OEUR:
0.65
IEV:
0.75
OEUR:
1.00
IEV:
1.10
OEUR:
1.12
IEV:
1.13
OEUR:
0.66
IEV:
0.87
OEUR:
1.58
IEV:
2.07
OEUR:
5.35%
IEV:
4.66%
OEUR:
13.04%
IEV:
12.92%
OEUR:
-33.01%
IEV:
-63.27%
OEUR:
-8.24%
IEV:
-6.32%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with OEUR at 5.03% and IEV at 5.03%.
OEUR
5.03%
4.86%
-2.63%
7.92%
5.61%
N/A
IEV
5.03%
5.09%
-1.03%
9.38%
5.97%
5.38%
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OEUR vs. IEV - Expense Ratio Comparison
OEUR has a 0.48% expense ratio, which is lower than IEV's 0.59% expense ratio.
Risk-Adjusted Performance
OEUR vs. IEV — Risk-Adjusted Performance Rank
OEUR
IEV
OEUR vs. IEV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OShares Europe Quality Dividend ETF (OEUR) and iShares Europe ETF (IEV). 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.
Dividends
OEUR vs. IEV - Dividend Comparison
OEUR's dividend yield for the trailing twelve months is around 3.57%, more than IEV's 2.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OEUR OShares Europe Quality Dividend ETF | 3.57% | 3.74% | 4.27% | 2.13% | 2.01% | 3.66% | 3.66% | 3.78% | 3.01% | 2.87% | 0.64% | 0.00% |
IEV iShares Europe ETF | 2.96% | 3.10% | 2.77% | 3.06% | 2.81% | 1.76% | 3.06% | 3.43% | 2.39% | 3.08% | 2.81% | 3.79% |
Drawdowns
OEUR vs. IEV - Drawdown Comparison
The maximum OEUR drawdown since its inception was -33.01%, smaller than the maximum IEV drawdown of -63.27%. Use the drawdown chart below to compare losses from any high point for OEUR and IEV. For additional features, visit the drawdowns tool.
Volatility
OEUR vs. IEV - Volatility Comparison
OShares Europe Quality Dividend ETF (OEUR) has a higher volatility of 4.46% compared to iShares Europe ETF (IEV) at 4.16%. This indicates that OEUR's price experiences larger fluctuations and is considered to be riskier than IEV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.