Optimized Equity Income ETF (OEI) belongs to the Actively Managed category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with OEI. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OEI
OEI charges 0.75% annually. There are 55 ETFs in the Actively Managed category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| LionShares U.S. Equity Total Return ETF | 0.07% | — | Sep 2025 | OEI vs TOT | |
| ADRhedged SAP ETF | 0.19% | — | Jan 2025 | OEI vs SAPH | |
| T. Rowe Price Active Core International Equity ETF | 0.20% | — | Dec 2025 | OEI vs TACN | |
| Bluemonte Global Equity ETF | 0.23% | 329.50M | Jun 2025 | OEI vs BINT | |
| Bluemonte Core Bond ETF | 0.23% | 451.08M | Jun 2025 | OEI vs BDBT |
Best Risk-Adjusted Alternatives to OEI
Among 50 ETFs in the Actively Managed category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Convergence Long/Short Equity ETF | 96 | 447.61M | Dec 2009 | OEI vs CLSE | |
| VictoryShares Pioneer Asset-Based Income ETF | 96 | 56.53M | Jun 2025 | OEI vs ABI | |
| ARS Focused Opportunities Strategy ETF | 95 | 293.98M | Jun 2025 | OEI vs AFOS | |
| Saba Closed-End Funds ETF | 85 | 332.90M | Mar 2017 | OEI vs CEFS | |
| Bluemonte Large Cap Value ETF | 84 | 233.80M | Jun 2025 | OEI vs BVAL |
Top Performing OEI Alternatives (YTD)
OEI is at 5.77% YTD. There are 38 ETFs in the Actively Managed category with higher YTD returns, going as high as 48.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Genomic Revolution Multi-Sector ETF | 48.43% | 1.31B | Oct 2014 | OEI vs ARKG | |
| VistaShares Electrification Supercycle ETF | 42.34% | — | Oct 2025 | OEI vs POW | |
| ARS Focused Opportunities Strategy ETF | 31.59% | 293.98M | Jun 2025 | OEI vs AFOS | |
| SMART Trend ETF | 26.14% | — | Aug 2025 | OEI vs STRN | |
| Towle Value ETF | 24.97% | — | Jul 2025 | OEI vs TCV |
Lowest Volatility Alternatives to OEI
OEI has 9.81% 1-year volatility. There are 23 ETFs in the Actively Managed category with lower 1-year volatility, going as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Sterling Capital Ultra Short Bond ETF | 0.79% | — | Mar 2026 | OEI vs SCUB | |
| VictoryShares Pioneer Asset-Based Income ETF | 1.28% | 56.53M | Jun 2025 | OEI vs ABI | |
| Reckoner Yield Enhanced AAA CLO Annual ETF | 1.37% | — | Feb 2026 | OEI vs RAAY | |
| Sterling Capital Short Duration Bond ETF | 1.46% | — | Mar 2026 | OEI vs SCSB | |
| Reckoner Yield Enhanced AAA CLO Reinvesting ETF | 1.95% | — | Feb 2026 | OEI vs RAAR |
Lowest Drawdown Alternatives to OEI
Among 50 ETFs in the Actively Managed category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -0.95%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| VictoryShares Pioneer Asset-Based Income ETF | -0.95% | 56.53M | Jun 2025 | OEI vs ABI | |
| BrandywineGLOBAL - U.S. Fixed Income ETF | -1.07% | — | Jul 2023 | OEI vs USFI | |
| Bluemonte Short Term Bond ETF | -1.69% | 155.00M | Jun 2025 | OEI vs BLST | |
| Obra Defensive High Yield ETF | -1.96% | 5.15M | Jun 2025 | OEI vs ODHY | |
| Capital Group High Yield Bond ETF | -2.38% | 116.70M | Jun 2025 | OEI vs CGHY |
Other ETFs from Optimize
The 1 most viewed Optimize ETFs shown here include OPTZ and span 1 categories. AUM among these funds goes as high as $240M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Optimize Strategy Index ETF | Mid Cap Blend Equities | 90 | 31.60% | 239.89M | Apr 2024 | OEI vs OPTZ |
Compare OEI with Any Fund or Stock
Compare OEI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OEI with funds that move differently
Optimized Equity Income ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OEI.
Explore OEI Diversifiers