Screener
OEI vs HDV
Optimized Equity Income ETF vs iShares Core High Dividend ETF
Key differences
- OEI is classified as alternative, while HDV is equity — different risk/return profiles.
- OEI follows a option income strategy; HDV uses index tracking.
Side-by-side comparison
| OEI | HDV | |
|---|---|---|
| Annual cost (TER) | — | 0.08% |
| Fund size (AUM) | — | $13.6B |
| Since | — | 2011 |
| Dividend yield | — | 2.88% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +23.7% |
| CAGR 3Y | N/A | +15.5% |
| CAGR 5Y | N/A | +11.0% |
| Sharpe 3Y | N/A | 1.02 |
| Volatility 1Y | — | 9.65% |
| Max drawdown | -6.49% | -37.04% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OEI and HDV
Explore further