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OEI vs CGUS

Optimized Equity Income ETF vs Capital Group Core Equity ETF

OEI

Optimized Equity Income ETF

Annual cost

Fund size

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • OEI is classified as alternative, while CGUS is equity — different risk/return profiles.
  • OEI follows a option income strategy; CGUS uses active selection.

Side-by-side comparison

OEICGUS
Annual cost (TER)0.33%
Fund size (AUM)$10.3B
Since2022
Dividend yield0.90%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/A+29.2%
CAGR 3YN/A+22.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.26
Volatility 1Y12.48%
Max drawdown-6.49%-22.15%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to OEI and CGUS