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OEI vs DVY
Optimized Equity Income ETF vs iShares Select Dividend ETF
Key differences
- OEI is classified as alternative, while DVY is equity — different risk/return profiles.
- OEI follows a option income strategy; DVY uses index tracking.
Side-by-side comparison
| OEI | DVY | |
|---|---|---|
| Annual cost (TER) | — | 0.38% |
| Fund size (AUM) | — | $22.9B |
| Since | — | 2003 |
| Dividend yield | — | 3.38% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +23.7% |
| CAGR 3Y | N/A | +16.0% |
| CAGR 5Y | N/A | +9.0% |
| Sharpe 3Y | N/A | 0.89 |
| Volatility 1Y | — | 11.23% |
| Max drawdown | -6.49% | -41.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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