Optimized Equity Income ETF (OEI) Sharpe Ratio

Sharpe ratio is not yet available for OEI. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar ETFs

The table compares Optimized Equity Income ETF's Sharpe Ratio with other ETFs in the Actively Managed, Dividend, Large Cap Blend Equities category across multiple time periods, showing how OEI's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 10, 2026.

Symbol	Name	1Y Sharpe Ratio
ABI	VictoryShares Pioneer Asset-Based Income ETF	4.11
CLSE	Convergence Long/Short Equity ETF	3.40
AFOS	ARS Focused Opportunities Strategy ETF	3.39
LVHI	Franklin International Low Volatility High Dividend Index ETF	3.15
RSSY	Return Stacked US Stocks & Futures Yield ETF	2.78
IUS	Invesco RAFI Strategic US ETF	2.78
ALTY	Global X Alternative Income ETF	2.58
INCE	Franklin Income Equity Focus ETF	2.49
DEW	WisdomTree Global High Dividend Fund	2.49
AVIE	Avantis Inflation Focused Equity ETF	2.45
OEI	Optimized Equity Income ETF	—

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Historical Sharpe Ratio

The chart shows OEI's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when OEI consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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