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OEI vs DGRO

Optimized Equity Income ETF vs iShares Core Dividend Growth ETF

OEI

Optimized Equity Income ETF

Annual cost

Fund size

DGRO

iShares Core Dividend Growth ETF

iShares

Annual cost

0.08%

Fund size

$39.6B

Key differences

  • OEI is classified as alternative, while DGRO is equity — different risk/return profiles.
  • OEI follows a option income strategy; DGRO uses index tracking.

Side-by-side comparison

OEIDGRO
Annual cost (TER)0.08%
Fund size (AUM)$39.6B
Since2014
Dividend yield2.00%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+24.5%
CAGR 3YN/A+16.9%
CAGR 5YN/A+10.7%
Sharpe 3YN/A1.08
Volatility 1Y9.59%
Max drawdown-6.49%-35.10%

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

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