Screener
OEI vs IGEB
Optimized Equity Income ETF vs iShares Investment Grade Systematic Bond ETF
Key differences
OEI is an alternative ETF, while IGEB is a fixed income ETF. OEI charges 0.01% a year and IGEB 0.18%.
- OEI is an alternative fund, while IGEB is a fixed income fund. They carry different risk/return profiles.
- OEI follows a option income strategy; IGEB uses index tracking.
- OEI costs 0.17% less per year.
- IGEB is much larger than OEI. Larger funds are usually more liquid and less likely to close.
- IGEB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OEI | IGEB | |
|---|---|---|
| Annual cost (TER) | 0.01% | 0.18% |
| Fund size (AUM) | $42M | $1.4B |
| Since | 2025 | 2017 |
| Dividend yield | — | 5.01% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | N/A | +5.7% |
| CAGR 3Y | N/A | +6.2% |
| CAGR 5Y | N/A | +1.2% |
| Sharpe 3Y | N/A | 0.46 |
| Volatility 1Y | — | 4.17% |
| Max drawdown | -6.49% | -21.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.