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OEI vs EQIN

Optimized Equity Income ETF vs Columbia U.S. Equity Income ETF

OEI

Optimized Equity Income ETF

Annual cost

Fund size

EQIN

Columbia U.S. Equity Income ETF

Columbia Threadneedle

Annual cost

0.35%

Fund size

$276M

Key differences

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

Side-by-side comparison

OEIEQIN
Annual cost (TER)0.35%
Fund size (AUM)$276M
Since2016
Dividend yield1.92%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+17.7%
CAGR 3YN/A+14.3%
CAGR 5YN/A+9.5%
Sharpe 3YN/A0.87
Volatility 1Y10.39%
Max drawdown-6.49%-42.16%

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

Similar to OEI and EQIN