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OSEA and OEFA share 23.5% of their holdings.
| Side by side | OSEA | MOTI | OEFA |
|---|---|---|---|
| Strategy | International · Ex-US broad | International · Ex-US broad | Income · Dividend stocks |
| Expense ratio | 0.55% | 0.58% | 0.48% |
| Cost per year on $10k | $55 | $58 | $48 |
| Trailing 12-mo yield | 1.26% | 3.21% | 1.59% |
| Income per year on $10k | $126 | $321 | $159 |
| YTD | −1.2% | +0.5% | +9.3% |
| 1 year | −1.2% | −0.3% | +10.0% |
| 3 years · per year | +11.1% | +13.3% | +16.6% |
| 5 years · per year | — | +5.1% | +7.9% |
| Worst drop · 1Y | −11.1% | −15.9% | −13.5% |
| Volatility · 1Y | 15.3% | 14.9% | 16.5% |
| Holdings | 30 | 55 | 51 |
| Assets | $373M | $73M | $35M |
| Leverage | None | None | None |
| Since | 2022 | 2015 | 2015 |
Highlighted = best in the row. Returns include dividends.