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DIVZ vs OEI

Polen Dividend Income ETF vs Optimized Equity Income ETF

DIVZ

Polen Dividend Income ETF

Annual cost

0.65%

Fund size

$244M

OEI

Optimized Equity Income ETF

Annual cost

Fund size

Key differences

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

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

Side-by-side comparison

DIVZOEI
Annual cost (TER)0.65%
Fund size (AUM)$244M
Since2021
Dividend yield2.58%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+12.9%N/A
CAGR 3Y+16.3%N/A
CAGR 5Y+8.9%N/A
Sharpe 3Y1.10N/A
Volatility 1Y9.28%
Max drawdown-15.43%-6.49%

Similar to DIVZ and OEI