OEI vs. STRN
OEI (Optimized Equity Income ETF) and STRN (SMART Trend ETF) are both Actively Managed funds. Both are actively managed. Their 0.72 correlation means they have sometimes moved together and sometimes differently. OEI charges 0.75%/yr vs 0.59%/yr for STRN.
Performance
OEI vs. STRN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OEI achieves a 4.15% return, which is significantly lower than STRN's 12.18% return.
OEI
- 1D
- -1.35%
- 1M
- -0.53%
- 6M
- 2.54%
- YTD
- 4.15%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
STRN
- 1D
- -3.25%
- 1M
- -12.14%
- 6M
- 5.42%
- YTD
- 12.18%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $91.19K | $147.99K | $155.22K | |
STRN SMART Trend ETF | $226.09K | $345.87K | $328.83K |
OEI vs. STRN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OEI Optimized Equity Income ETF | 4.15% | 3.68% |
STRN SMART Trend ETF | 12.18% | 0.07% |
Correlation
The correlation between OEI and STRN is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 22, 2025 | 0.72 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OEI vs. STRN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Optimized Equity Income ETF (OEI) and SMART Trend ETF (STRN). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Loading charts...
Drawdowns
OEI vs. STRN - Drawdown Comparison
The maximum OEI drawdown since its inception was -6.49%, smaller than the maximum STRN drawdown of -15.43%. Use the drawdown chart below to compare losses from any high point for OEI and STRN.
Loading charts...
Drawdown Indicators
| OEI | STRN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.49% | -15.43% | +8.94% |
Current DrawdownCurrent decline from peak | -1.70% | -14.33% | +12.63% |
Average DrawdownAverage peak-to-trough decline | -1.02% | -3.24% | +2.22% |
Volatility
OEI vs. STRN - Volatility Comparison
Loading charts...
Volatility by Period
| OEI | STRN | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 9.74% | 26.95% | -17.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.74% | 26.95% | -17.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.74% | 26.95% | -17.21% |
OEI vs. STRN - Expense Ratio Comparison
OEI has a 0.75% expense ratio, which is higher than STRN's 0.59% expense ratio.
Dividends
OEI vs. STRN - Dividend Comparison
OEI's dividend yield for the trailing twelve months is around 6.87%, more than STRN's 0.16% yield.
| Position | TTM | 2025 |
|---|---|---|
OEI Optimized Equity Income ETF | 6.87% | 1.35% |
STRN SMART Trend ETF | 0.16% | 0.18% |
Frequently Asked Questions
OEI and STRN have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, STRN is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.
STRN is cheaper with a 0.59% expense ratio, compared with 0.75% for OEI.
OEI has the higher dividend yield at 6.87%, compared with 0.16% for STRN.
They also come from different issuers: Optimize and SmartWay. Their fees differ too: 0.75% for OEI and 0.59% for STRN.
Find the right allocation for OEI and STRN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer