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OEI vs IYW

Optimized Equity Income ETF vs iShares U.S. Technology ETF

OEI

Optimized Equity Income ETF

Annual cost

Fund size

IYW

iShares U.S. Technology ETF

Annual cost

0.38%

Fund size

$25.2B

Key differences

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

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

Side-by-side comparison

OEIIYW
Annual cost (TER)0.38%
Fund size (AUM)$25.2B
Since2000
Dividend yield0.11%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1YN/A+48.9%
CAGR 3YN/A+33.2%
CAGR 5YN/A+21.6%
Sharpe 3YN/A1.18
Volatility 1Y20.98%
Max drawdown-6.49%-39.44%

Similar to OEI and IYW