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OEI vs IGV

Optimized Equity Income ETF vs iShares Expanded Tech-Software Sector ETF

OEI

Optimized Equity Income ETF

Annual cost

Fund size

IGV

iShares Expanded Tech-Software Sector ETF

Annual cost

0.39%

Fund size

$16.7B

Key differences

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

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

Side-by-side comparison

OEIIGV
Annual cost (TER)0.39%
Fund size (AUM)$16.7B
Since2001
Dividend yield0.00%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A-8.5%
CAGR 3YN/A+13.5%
CAGR 5YN/A+6.0%
Sharpe 3YN/A0.48
Volatility 1Y27.91%
Max drawdown-6.49%-45.85%

Similar to OEI and IGV