Screener
OEI vs DIVY
Optimized Equity Income ETF vs Sound Equity Income ETF
Key differences
OEI is an alternative ETF, while DIVY is an equity ETF. OEI charges 0.01% a year and DIVY 0.45%.
- OEI is an alternative fund, while DIVY is an equity fund. They carry different risk/return profiles.
- OEI follows a option income strategy; DIVY uses active selection.
- OEI costs 0.44% less per year.
- DIVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OEI | DIVY | |
|---|---|---|
| Annual cost (TER) | 0.01% | 0.45% |
| Fund size (AUM) | $42M | $28M |
| Since | 2025 | 2020 |
| Dividend yield | — | 3.10% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +19.4% |
| CAGR 3Y | N/A | +9.4% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | N/A | 0.44 |
| Volatility 1Y | — | 13.06% |
| Max drawdown | -6.49% | -18.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.