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ZHDG vs OEFA

Comparison between ZEGA BUY AND HEDGE ETF (ZHDG, ETF) and ALPS | O'SHARES INTERNATIONAL DEVELOPED QUALITY DIVIDEND ETF (OEFA, ETF).

ZHDG vs OEFA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ZHDG
$35M
OEFA
$35M
Expense Ratio
ZHDG
0.97%
Winner
OEFA
0.48%
Max Drawdown
ZHDG
25.92%
Winner
OEFA
14.12%
Sharpe Ratio
Winner
ZHDG
0.72
OEFA
0.23
5Y Beta
Winner
ZHDG
0.62
OEFA
0.95

ZHDG vs OEFA - Holdings Comparison

ZHDG and OEFA have 0 common holdings. Overlap is 0.00%

ZHDG's top 25 holdings weight is 1.23%. OEFA's top 25 holdings weight is 69.33%.

RankZHDGOEFA
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.23%
ASML HOLDING NV (n/a) - 4.77%
#2N/A
HSBC HOLDINGS PLC (n/a) - 4.14%
#3N/A
NOVARTIS AG REGISTERED SHARES (n/a) - 3.71%
#4N/A
ABB LTD (n/a) - 3.59%
#5N/A
NESTLE SA (n/a) - 3.35%
#6N/A
IBERDROLA SA (n/a) - 3.29%
#7N/A
SIEMENS AG (n/a) - 3.26%
#8N/A
ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.00%
#9N/A
KEYENCE CORP (n/a) - 2.97%
#10N/A
SAFRAN SA (n/a) - 2.95%
#11N/A
SCHNEIDER ELECTRIC SE (n/a) - 2.87%
#12N/A
COMMONWEALTH BANK OF AUSTRALIA (n/a) - 2.74%
#13N/A
RECRUIT HOLDINGS CO LTD (n/a) - 2.72%
#14N/A
ATLAS COPCO AB CLASS A (n/a) - 2.62%
#15N/A
CANADIAN NATIONAL RAILWAY CO (n/a) - 2.40%
#16N/A
L'OREAL SA (n/a) - 2.36%
#17N/A
FAST RETAILING CO LTD (n/a) - 2.32%
#18N/A
UNILEVER PLC (n/a) - 2.26%
#19N/A
ASTRAZENECA PLC (AZN) - 2.14%
#20N/A
DEUTSCHE TELEKOM AG (n/a) - 2.01%
#21N/A
NOVO NORDISK AS CLASS B (n/a) - 1.99%
#22N/A
SAP SE (n/a) - 1.99%
#23N/A
LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.99%
#24N/A
HITACHI LTD (n/a) - 1.95%
#25N/A
NORDEA BANK ABP (n/a) - 1.94%
Total Holdings155

ZHDG vs OEFA - Historical Returns

Returns include dividend reinvestment.

1M
ZHDG
+0.09%
Winner
OEFA
+1.67%
3M
ZHDG
+4.99%
Winner
OEFA
+5.01%
6M
Winner
ZHDG
+4.44%
OEFA
+2.78%
1Y
Winner
ZHDG
+11.41%
OEFA
+5.07%
5Y(CAGR)
ZHDG
+5.61%
OEFA
N/A
Max(CAGR)
ZHDG
+5.56%
Winner
OEFA
+6.37%

ZHDG vs OEFA - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearZHDGOEFA
2026+4.52%+3.73%
2025+15.11%+0.25%
2024+18.03%N/A
2023+13.42%N/A
2022-22.18%N/A
2021+6.40%N/A

ZHDG vs OEFA Drawdown Comparison

The maximum drawdown for ZHDG was -23.27%, occurring on Dec 28, 2022. Recovery took 684 trading sessions.

The maximum drawdown for OEFA was -13.54%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current ZHDG drawdown is -1.86%. The current OEFA drawdown is -1.54%.

RankZHDGOEFA
#1-23.27%
Dec 29, 2021 - Sep 19, 2024
-13.54%
Feb 26, 2026 - Mar 27, 2026
#2-11.65%
Dec 6, 2024 - Jun 24, 2025
-7.01%
Oct 6, 2025 - Jan 5, 2026
#3-8.56%
Jan 27, 2026 - Apr 30, 2026
-3.19%
Jan 27, 2026 - Feb 10, 2026
#4-4.47%
Sep 3, 2021 - Oct 26, 2021
-2.61%
Jan 12, 2026 - Jan 27, 2026
#5-4.02%
Jun 2, 2026 - Jun 10, 2026
-0.82%
Feb 20, 2026 - Feb 25, 2026
#6-3.79%
Oct 28, 2025 - Jan 7, 2026
-0.69%
Feb 13, 2026 - Feb 20, 2026
#7-2.95%
Nov 5, 2021 - Dec 8, 2021
-0.57%
Jan 6, 2026 - Jan 9, 2026
#8-2.80%
Oct 14, 2024 - Nov 6, 2024
-0.53%
Feb 11, 2026 - Feb 13, 2026
#9-2.34%
Jan 7, 2026 - Jan 27, 2026
N/A
#10-2.30%
Jul 25, 2025 - Aug 12, 2025
N/A
#11-2.23%
Oct 8, 2025 - Oct 24, 2025
N/A
#12-1.94%
Dec 10, 2021 - Dec 23, 2021
N/A
#13-1.87%
Nov 11, 2024 - Nov 26, 2024
N/A
#14-1.86%
May 14, 2026 - May 26, 2026
N/A
#15-1.71%
Jul 14, 2021 - Jul 23, 2021
N/A

Correlation

Correlation between ZHDG and OEFA is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

Dividend Comparison (2021 - 2026)

ZHDG vs OEFA dividend yield comparison.

YearZHDGOEFA
20260.00%1.15%
20252.57%0.28%
20242.59%0.00%
20231.52%0.00%
20223.58%0.00%
20211.33%0.00%

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