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OEI vs FYEE

Optimized Equity Income ETF vs Fidelity Yield Enhanced Equity ETF

OEI

Optimized Equity Income ETF

Annual cost

0.01%

Fund size

$42M

FYEE

Fidelity Yield Enhanced Equity ETF

Annual cost

0.28%

Fund size

$185M

Key differences

Both OEI and FYEE are alternative ETFs. OEI charges 0.01% a year and FYEE 0.28%. The main difference: OEI costs 0.27% less per year.

  • OEI costs 0.27% less per year.
  • FYEE is much larger than OEI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

OEIFYEE
Annual cost (TER)0.01%0.28%
Fund size (AUM)$42M$185M
Since20252024
Dividend yield4.73%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1YN/A+21.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.18%
Max drawdown-6.49%-18.79%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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