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OEI vs ISCF

Optimized Equity Income ETF vs iShares MSCI Intl Small-Cap Multifactor ETF

OEI

Optimized Equity Income ETF

Annual cost

Fund size

ISCF

iShares MSCI Intl Small-Cap Multifactor ETF

Annual cost

0.24%

Fund size

$652M

Key differences

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

  • OEI is an alternative fund, while ISCF is an equity fund. They carry different risk/return profiles.
  • OEI follows a option income strategy; ISCF uses index tracking.
  • OEI covers North America; ISCF covers global markets excluding the US.

Side-by-side comparison

OEIISCF
Annual cost (TER)0.24%
Fund size (AUM)$652M
Since2015
Dividend yield3.44%
Asset classalternativeequity
Regionnorth americaglobal ex us
Strategyoption incomeindex tracking
CAGR 1YN/A+19.3%
CAGR 3YN/A+17.8%
CAGR 5YN/A+7.1%
Sharpe 3YN/A0.91
Volatility 1Y14.61%
Max drawdown-6.49%-40.79%

Similar to OEI and ISCF