Screener
OEI vs NEAR
Optimized Equity Income ETF vs iShares Short Duration Bond Active ETF
Key differences
OEI is an alternative ETF, while NEAR is a fixed income ETF. OEI charges 0.01% a year and NEAR 0.25%.
- OEI is an alternative fund, while NEAR is a fixed income fund. They carry different risk/return profiles.
- OEI follows a option income strategy; NEAR uses active selection.
- OEI costs 0.24% less per year.
- NEAR is much larger than OEI. Larger funds are usually more liquid and less likely to close.
- NEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OEI | NEAR | |
|---|---|---|
| Annual cost (TER) | 0.01% | 0.25% |
| Fund size (AUM) | $42M | $4.6B |
| Since | 2025 | 2013 |
| Dividend yield | — | 4.47% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | N/A | +4.1% |
| CAGR 3Y | N/A | +5.6% |
| CAGR 5Y | N/A | +3.9% |
| Sharpe 3Y | N/A | 1.18 |
| Volatility 1Y | — | 1.37% |
| Max drawdown | -6.49% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.