ETFs most similar to OEI
The funds whose holdings overlap Optimized Equity Income ETF the most, by weight. as of Jul 31, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with OEI | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| OEIOptimized Equity Income ETF | High Dividend | — | 0.75% | $46M | — | 8.06% | |
| OEFiShares S&P 100 ETF | Large Cap Blend | 74% | 0.20% | $20.8B | +15.6% | 0.84% | side by side |
| MGCVanguard Morningstar Mega Cap ETF | Large Cap Blend | 74% | 0.05% | $10.6B | +16.6% | 0.90% | side by side |
| LDRXSGI Enhanced Market Leaders ETF | Multi-Factor | 73% | 0.59% | $248M | +16.2% | 0.95% | side by side |
| IWLiShares Russell Top 200 ETF | Large Cap Blend | 70% | 0.15% | $2.3B | +15.6% | 0.82% | side by side |
| XLGInvesco S&P 500 Top 50 ETF | Large Cap Blend | 70% | 0.20% | $11.9B | +11.4% | 0.61% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.