Skip to content
Beacon
Screener

OEI vs LRGF

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

OEI

Optimized Equity Income ETF

Annual cost

Fund size

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

Key differences

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

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

Side-by-side comparison

OEILRGF
Annual cost (TER)0.08%
Fund size (AUM)$3.5B
Since2015
Dividend yield1.06%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex enhanced
CAGR 1YN/A+22.2%
CAGR 3YN/A+23.0%
CAGR 5YN/A+13.5%
Sharpe 3YN/A1.20
Volatility 1Y12.32%
Max drawdown-6.49%-36.03%

Similar to OEI and LRGF