OEI vs. TIPB

Last updated Jul 30, 2026

OEI (Optimized Equity Income ETF) and TIPB (Northern Trust 2035 Inflation-Linked Distributing Ladder ETF) are both exchange-traded funds - OEI is a Actively Managed fund actively managed by Optimize, while TIPB is a Inflation-Protected Bonds fund actively managed by Northern Trust. Both are actively managed. Their 0.19 correlation means their historical movements had little consistent relationship. OEI charges 0.75%/yr vs 0.10%/yr for TIPB.

Performance

OEI vs. TIPB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Optimized Equity Income ETF (OEI) and Northern Trust 2035 Inflation-Linked Distributing Ladder ETF (TIPB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, OEI achieves a 4.15% return, which is significantly higher than TIPB's 1.43% return.

OEI

• 1D: -1.35%
• 1M: -0.53%
• 6M: 2.54%
• YTD: 4.15%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

TIPB

• 1D: 0.20%
• 1M: -0.33%
• 6M: 1.00%
• YTD: 1.43%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
OEI Optimized Equity Income ETF	$91.19K	$147.99K	$155.22K
TIPB Northern Trust 2035 Inflation-Linked Distributing Ladder ETF	$2.11K	$9.44K	$36.67K

OEI vs. TIPB - Yearly Performance Comparison

	2026 (YTD)	2025
OEI Optimized Equity Income ETF	4.15%	3.68%
TIPB Northern Trust 2035 Inflation-Linked Distributing Ladder ETF	1.43%	-0.48%

Correlation

The correlation between OEI and TIPB is 0.19, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 22, 2025	0.19

Return for Risk

OEI vs. TIPB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Optimized Equity Income ETF (OEI) and Northern Trust 2035 Inflation-Linked Distributing Ladder ETF (TIPB). 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.

Drawdowns

OEI vs. TIPB - Drawdown Comparison

The maximum OEI drawdown since its inception was -6.49%, which is greater than TIPB's maximum drawdown of -1.32%. Use the drawdown chart below to compare losses from any high point for OEI and TIPB.

Drawdown Indicators

	OEI	TIPB	Difference
Max Drawdown Largest peak-to-trough decline	-6.49%	-1.32%	-5.17%
Current Drawdown Current decline from peak	-1.70%	-0.74%	-0.96%
Average Drawdown Average peak-to-trough decline	-1.02%	-0.42%	-0.60%

Volatility

Volatility by Period

	OEI	TIPB	Difference
Volatility (1Y) Calculated over the trailing 1-year period	9.74%	2.60%	+7.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.74%	2.60%	+7.14%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.74%	2.60%	+7.14%

OEI vs. TIPB - Expense Ratio Comparison

OEI has a 0.75% expense ratio, which is higher than TIPB's 0.10% expense ratio.

Dividends

OEI vs. TIPB - Dividend Comparison

OEI's dividend yield for the trailing twelve months is around 6.87%, more than TIPB's 4.15% yield.

Position	TTM	2025
OEI Optimized Equity Income ETF	6.87%	1.35%
TIPB Northern Trust 2035 Inflation-Linked Distributing Ladder ETF	4.15%	1.09%

Frequently Asked Questions

Can I hold both OEI and TIPB in my portfolio?

OEI and TIPB have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, OEI or TIPB?

On fees, TIPB is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, OEI or TIPB?

TIPB is cheaper with a 0.10% expense ratio, compared with 0.75% for OEI.

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

OEI has the higher dividend yield at 6.87%, compared with 4.15% for TIPB.

What is the main difference between OEI and TIPB?

OEI is categorized as Actively Managed, while TIPB is Inflation-Protected Bonds. They also come from different issuers: Optimize and Northern Trust. Their fees differ too: 0.75% for OEI and 0.10% for TIPB.