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OEI vs IXN

Optimized Equity Income ETF vs iShares Global Tech ETF

OEI

Optimized Equity Income ETF

Annual cost

Fund size

IXN

iShares Global Tech ETF

Annual cost

0.39%

Fund size

$9.4B

Key differences

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

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

Side-by-side comparison

OEIIXN
Annual cost (TER)0.39%
Fund size (AUM)$9.4B
Since2001
Dividend yield0.24%
Asset classalternativeequity
Regionnorth americaglobal
Strategyoption incomeindex tracking
CAGR 1YN/A+58.7%
CAGR 3YN/A+32.8%
CAGR 5YN/A+21.3%
Sharpe 3YN/A1.15
Volatility 1Y23.28%
Max drawdown-6.49%-36.30%

Similar to OEI and IXN