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 79 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% | 6.49M | Sep 2025 | OEI vs TOT | |
| VanEck Industrials TruSector ETF | 0.10% | 261.34K | Jun 2026 | OEI vs TRUI | |
| VanEck Financials TruSector ETF | 0.10% | 587.41K | Apr 2026 | OEI vs TRUF | |
| Northern Trust 2035 Inflation-Linked Distributing ... | 0.10% | 7.83M | Aug 2025 | OEI vs TIPB | |
| VanEck Consumer Staples TruSector ETF | 0.14% | 253.67K | Jun 2026 | OEI vs TRUO |
Best Risk-Adjusted Alternatives to OEI
Among 73 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 | |
|---|---|---|---|---|---|
| VictoryShares Pioneer Asset-Based Income ETF | 96 | 56.31M | Jun 2025 | OEI vs ABI | |
| Convergence Long/Short Equity ETF | 96 | 447.61M | Dec 2009 | OEI vs CLSE | |
| Virtus Seix Senior Loan ETF | 96 | 248.93M | Apr 2019 | OEI vs SEIX | |
| Dimensional US Marketwide Value ETF | 93 | 15.39B | Dec 1998 | OEI vs DFUV | |
| ARS Focused Opportunities Strategy ETF | 92 | 293.98M | Jun 2025 | OEI vs AFOS |
Top Performing OEI Alternatives (YTD)
OEI is at 4.15% YTD. There are 46 ETFs in the Actively Managed category with higher YTD returns, going as high as 51.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Defiance Oil Enhanced Options Income ETF | 51.12% | 69.23M | May 2024 | OEI vs USOY | |
| ARK Genomic Revolution Multi-Sector ETF | 29.44% | 1.73B | Oct 2014 | OEI vs ARKG | |
| Towle Value ETF | 27.04% | 181.60M | Jul 2025 | OEI vs TCV | |
| VistaShares Electrification Supercycle ETF | 22.51% | 65.23M | Oct 2025 | OEI vs POW | |
| Convergence Long/Short Equity ETF | 22.28% | 447.61M | Dec 2009 | OEI vs CLSE |
Lowest Volatility Alternatives to OEI
OEI has 9.74% 1-year volatility. There are 32 ETFs in the Actively Managed category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin BSP CLO ETF | 0.43% | 50.33M | Jun 2026 | OEI vs YCLO | |
| Sterling Capital Ultra Short Bond ETF | 0.87% | — | Mar 2026 | OEI vs SCUB | |
| VictoryShares Pioneer Asset-Based Income ETF | 1.27% | 56.31M | Jun 2025 | OEI vs ABI | |
| Reckoner Yield Enhanced AAA CLO Annual ETF | 1.29% | 15.01M | Feb 2026 | OEI vs RAAY | |
| Sterling Capital Short Duration Bond ETF | 1.60% | — | Mar 2026 | OEI vs SCSB |
Lowest Drawdown Alternatives to OEI
Among 74 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% | 56.31M | Jun 2025 | OEI vs ABI | |
| BrandywineGLOBAL - U.S. Fixed Income ETF | -1.11% | 9.71M | Jul 2023 | OEI vs USFI | |
| Virtus Seix Senior Loan ETF | -1.13% | 248.93M | Apr 2019 | OEI vs SEIX | |
| TCW Flexible Income ETF | -1.46% | 3.37B | Nov 2018 | OEI vs FLXR | |
| Bluemonte Short Term Bond ETF | -1.69% | 168.20M | Jun 2025 | OEI vs BLST |
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 | 72 | 19.58% | 239.89M | Apr 2024 | OEI vs OPTZ |
Often Compared With OEI
Investors most often compare OEI with RAAR, BINT, STRN. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
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