Screener
OEI vs EDGF
Optimized Equity Income ETF vs 3EDGE Dynamic Fixed Income ETF
Key differences
OEI is an alternative ETF, while EDGF is a fixed income ETF. OEI charges 0.01% a year and EDGF 0.79%.
- OEI is an alternative fund, while EDGF is a fixed income fund. They carry different risk/return profiles.
- OEI follows a option income strategy; EDGF uses active selection.
- OEI costs 0.78% less per year.
- EDGF is much larger than OEI. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| OEI | EDGF | |
|---|---|---|
| Annual cost (TER) | 0.01% | 0.79% |
| Fund size (AUM) | $42M | $468M |
| Since | 2025 | 2024 |
| Dividend yield | — | 3.45% |
| Asset class | alternative | fixed income |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +3.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 1.91% |
| Max drawdown | -6.49% | -1.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.