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| Side by side | OEI |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 1.02% |
| Cost per year on $10k | $102 |
| Trailing 12-mo yield | 9.14% |
| Income per year on $10k | $914 |
| YTD | +7.5% |
| 1 year | +9.2% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −6.5% |
| Volatility · 1Y | 9.5% |
| Holdings | 80 |
| Assets | $52M |
| Leverage | None |
| Since | 2025 |
Highlighted = best in the row. Returns include dividends.