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Screener

DIVY vs OEI

Sound Equity Income ETF vs Optimized Equity Income ETF

DIVY

Sound Equity Income ETF

Annual cost

0.45%

Fund size

$28M

OEI

Optimized Equity Income ETF

Annual cost

Fund size

Key differences

DIVY is an equity ETF, while OEI is an alternative ETF.

  • DIVY is an equity fund, while OEI is an alternative fund. They carry different risk/return profiles.
  • DIVY follows a active selection strategy; OEI uses option income.

Side-by-side comparison

DIVYOEI
Annual cost (TER)0.45%
Fund size (AUM)$28M
Since2020
Dividend yield3.10%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+19.4%N/A
CAGR 3Y+9.4%N/A
CAGR 5Y+6.5%N/A
Sharpe 3Y0.44N/A
Volatility 1Y13.06%
Max drawdown-18.23%-6.49%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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