OEI vs. ARKG
OEI (Optimized Equity Income ETF) and ARKG (ARK Genomic Revolution Multi-Sector ETF) are both exchange-traded funds - OEI is a Actively Managed fund actively managed by Optimize, while ARKG is a Health & Biotech Equities fund actively managed by ARK. Both are actively managed. A 0.53 correlation means they provide meaningful diversification when combined. Both charge a 0.75% expense ratio.
Performance
OEI vs. ARKG - Performance Comparison
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Returns By Period
In the year-to-date period, OEI achieves a 5.77% return, which is significantly lower than ARKG's 48.43% return.
OEI
- 1D
- 0.22%
- 1M
- 2.23%
- 6M
- 5.07%
- YTD
- 5.77%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ARKG
- 1D
- 2.70%
- 1M
- 28.13%
- 6M
- 39.11%
- YTD
- 48.43%
- 1Y
- 64.94%
- 3Y*
- 7.24%
- 5Y*
- -13.62%
- 10Y*
- 9.86%
OEI vs. ARKG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OEI Optimized Equity Income ETF | 5.77% | 3.68% |
ARKG ARK Genomic Revolution Multi-Sector ETF | 48.43% | -11.30% |
Correlation
The correlation between OEI and ARKG is 0.53, 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 | 0.53 |
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Return for Risk
OEI vs. ARKG — Risk / Return Rank
OEI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ARKG
OEI vs. ARKG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Optimized Equity Income ETF (OEI) and ARK Genomic Revolution Multi-Sector ETF (ARKG). 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.
| OEI | ARKG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.25 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.37 | — |
| Martin ratioReturn relative to average drawdown | — | 5.65 | — |
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Drawdowns
OEI vs. ARKG - Drawdown Comparison
The maximum OEI drawdown since its inception was -6.49%, smaller than the maximum ARKG drawdown of -83.59%. Use the drawdown chart below to compare losses from any high point for OEI and ARKG.
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Drawdown Indicators
| OEI | ARKG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.49% | -83.59% | +77.10% |
Max Drawdown (1Y)Largest decline over 1 year | — | -27.51% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -51.96% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -79.49% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -83.59% | — |
Current DrawdownCurrent decline from peak | -0.16% | -61.53% | +61.37% |
Average DrawdownAverage peak-to-trough decline | -1.05% | -36.11% | +35.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 11.53% | — |
Volatility
OEI vs. ARKG - Volatility Comparison
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Volatility by Period
| OEI | ARKG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 11.67% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 31.52% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.81% | 43.05% | -33.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.81% | 46.11% | -36.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.81% | 41.36% | -31.55% |
OEI vs. ARKG - Expense Ratio Comparison
Both OEI and ARKG have an expense ratio of 0.75%.
Dividends
OEI vs. ARKG - Dividend Comparison
OEI's dividend yield for the trailing twelve months is around 5.94%, while ARKG has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
ARKG ARK Genomic Revolution Multi-Sector ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.62% | 0.85% | 3.14% | 0.82% | 1.34% |
OEI Optimized Equity Income ETF | 5.94% | 1.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OEI and ARKG have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.75% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
OEI and ARKG have the same expense ratio: 0.75% per year.
OEI has the higher dividend yield at 5.94%, compared with 0.00% for ARKG.
OEI is categorized as Actively Managed, while ARKG is Health & Biotech Equities. They also come from different issuers: Optimize and ARK.
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