OEI ETF (Optimized Equity Income ETF) is managed by Core Alternative Capital with $45.7M in net assets. OEI expense ratio is 0.75%, holding 99 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2025-10-22.

OEI performance shows a YTD return of 4.38%.. OEI dividend yield stands at 5.97%, paid monthly.

OEI top holdings include Nvidia Corp (8.2%), Apple Inc (7.0%), Microsoft Corp 4.100 Feb 06 37 (5.3%), Amazon.Com Inc (4.6%), 'alphabet Inc., Class 'a'' (3.7%). View all OEI holdings, sector breakdown, or dividend history.

OEI can be compared against other funds using the overlap calculator or side-by-side comparison tool. OEI alternatives are available via the screener, along with tax-loss harvesting opportunities.