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OEI vs IGM

Optimized Equity Income ETF vs iShares Expanded Tech Sector ETF

OEI

Optimized Equity Income ETF

Annual cost

Fund size

IGM

iShares Expanded Tech Sector ETF

Annual cost

0.39%

Fund size

$11.0B

Key differences

OEI is an alternative ETF, while IGM is an equity ETF.

  • OEI is an alternative fund, while IGM is an equity fund. They carry different risk/return profiles.
  • OEI follows a option income strategy; IGM uses index tracking.

Side-by-side comparison

OEIIGM
Annual cost (TER)0.39%
Fund size (AUM)$11.0B
Since2001
Dividend yield0.13%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+48.9%
CAGR 3YN/A+36.5%
CAGR 5YN/A+20.3%
Sharpe 3YN/A1.28
Volatility 1Y21.46%
Max drawdown-6.49%-40.68%

Similar to OEI and IGM