OEFA
+1.12 · +3.39%
$34.17 · BATS

ALPS ETF Trust (OEFA) ETF Analysis | ETF

ETF · USA
AUM:$0
#– of – in ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

OEFA returned +0.0% over the past year, broadly in line with flat market conditions.

What is OEFA?

The underlying index is designed to measure the performance of publicly-listed large-capitalization and mid-capitalization dividend-paying issuers in Europe that meet certain market capitalization, liquidity, high quality, low volatility and dividend yield thresholds, as determined by O'Shares Investment Advisers, LLC (the index provider). Under normal market conditions, the fund will invest at least 80% of its total assets in the components of the underlying index.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
OEFA returned 0.0% over the past year.
Moderate Concentration
Top 10 holdings make up 33.2% of the ETF — a moderate level of name concentration.
Income Component
Current yield of 1.95% — modest income alongside capital growth potential.
ETF Information
AUM$0
Expense Ratio0.00%
Dividend Yield1.95%
Holdings10
Inception Date–
Domicile–
Distribution–
Index–
Provider–
Beta0.95
Category–
CurrencyUSD
Portfolio Impact

How would OEFA affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.3%
1Y
+12.9%
3Y
+45.2%
5Y
+40.7%
OpenBook InsightIf you had invested £10,000 in OEFA 5 years ago, it would have grown to £14,073 — a gain of £4,073.

Annual Returns

Calendar year performance

OEFA delivered positive returns in 4 of the last 5 calendar years.
YearOEFA
2026 YTD+8.8%
2025+24.1%
2024+2.2%
2023+24.1%
2022-18.0%
CAGR 4yr+6.6%
4/5 positive yearsAvg return: +8.2%Worst year: -18.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
13.8%
Low
Momentum
+5.9%
30-day change
Support Level
35.16
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.