BINT vs. OEI

Last updated Jul 15, 2026

BINT (Bluemonte Global Equity ETF) and OEI (Optimized Equity Income ETF) are both exchange-traded funds - BINT is a Global Equities fund managed by Bluemonte, while OEI is a Actively Managed fund actively managed by Optimize. A 0.79 correlation means they provide meaningful diversification when combined. BINT charges 0.23%/yr vs 0.75%/yr for OEI.

Performance

BINT vs. OEI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Global Equity ETF (BINT) and Optimized Equity Income ETF (OEI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BINT achieves a 14.01% return, which is significantly higher than OEI's 5.54% return.

BINT

• 1D: 1.04%
• 1M: -0.44%
• 6M: 10.58%
• YTD: 14.01%
• 1Y: 26.18%
• 3Y*: —
• 5Y*: —
• 10Y*: —

OEI

• 1D: 0.31%
• 1M: 1.58%
• 6M: 4.37%
• YTD: 5.54%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BINT vs. OEI - Yearly Performance Comparison

	2026 (YTD)	2025
BINT Bluemonte Global Equity ETF	14.01%	3.24%
OEI Optimized Equity Income ETF	5.54%	3.68%

Correlation

The correlation between BINT and OEI is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 22, 2025	0.79

Return for Risk

BINT vs. OEI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BINT

BINT Risk / Return Rank: 62
BINT Sharpe Ratio Rank: 62
BINT Sortino Ratio Rank: 59
BINT Omega Ratio Rank: 63
BINT Calmar Ratio Rank: 60
BINT Martin Ratio Rank: 67

OEI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BINT vs. OEI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Global Equity ETF (BINT) and Optimized Equity Income ETF (OEI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BINT	OEI	Difference
Sharpe ratio: Return per unit of total volatility	1.64	—	—
Sortino ratio: Return per unit of downside risk	2.26	—	—
Omega ratio: Gain probability vs. loss probability	1.30	—	—
Calmar ratio: Return relative to maximum drawdown	2.40	—	—
Martin ratio: Return relative to average drawdown	9.62	—	—

Drawdowns

BINT vs. OEI - Drawdown Comparison

The maximum BINT drawdown since its inception was -10.94%, which is greater than OEI's maximum drawdown of -6.49%. Use the drawdown chart below to compare losses from any high point for BINT and OEI.

Drawdown Indicators

	BINT	OEI	Difference
Max Drawdown Largest peak-to-trough decline	-10.94%	-6.49%	-4.45%
Max Drawdown (1Y) Largest decline over 1 year	-10.94%	—	—
Current Drawdown Current decline from peak	-2.42%	-0.38%	-2.04%
Average Drawdown Average peak-to-trough decline	-1.55%	-1.04%	-0.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.73%	—	—

Volatility

Volatility by Period

	BINT	OEI	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.45%	—	—
Volatility (6M) Calculated over the trailing 6-month period	14.09%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	16.00%	9.75%	+6.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.73%	9.75%	+5.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.73%	9.75%	+5.98%

BINT vs. OEI - Expense Ratio Comparison

BINT has a 0.23% expense ratio, which is lower than OEI's 0.75% expense ratio.

Dividends

BINT vs. OEI - Dividend Comparison

BINT's dividend yield for the trailing twelve months is around 1.75%, less than OEI's 5.95% yield.

Position	TTM	2025
BINT Bluemonte Global Equity ETF	1.75%	1.08%
OEI Optimized Equity Income ETF	5.95%	1.35%

Frequently Asked Questions

Can I hold both BINT and OEI in my portfolio?

BINT and OEI have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BINT or OEI?

On fees, BINT is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BINT or OEI?

BINT is cheaper with a 0.23% expense ratio, compared with 0.75% for OEI.

Which ETF pays a higher dividend yield, BINT or OEI?

OEI has the higher dividend yield at 5.95%, compared with 1.75% for BINT.

What is the main difference between BINT and OEI?

BINT is categorized as Global Equities, while OEI is Actively Managed. They also come from different issuers: Bluemonte and Optimize. Their fees differ too: 0.23% for BINT and 0.75% for OEI.