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OEI vs DIVZ

Optimized Equity Income ETF vs Polen Dividend Income ETF

OEI

Optimized Equity Income ETF

Annual cost

Fund size

DIVZ

Polen Dividend Income ETF

Annual cost

0.65%

Fund size

$244M

Key differences

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

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

Side-by-side comparison

OEIDIVZ
Annual cost (TER)0.65%
Fund size (AUM)$244M
Since2021
Dividend yield2.58%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeactive selection
CAGR 1YN/A+12.9%
CAGR 3YN/A+16.3%
CAGR 5YN/A+8.9%
Sharpe 3YN/A1.10
Volatility 1Y9.28%
Max drawdown-6.49%-15.43%

Similar to OEI and DIVZ