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OEI and VIG share 47.4% of their holdings.
| Side by side | OEI | VIG | SCHD |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 1.02% | 0.04% | 0.06% |
| Cost per year on $10k | $102 | $4 | $6 |
| Trailing 12-mo yield | 9.14% | 1.47% | 2.94% |
| Income per year on $10k | $914 | $147 | $294 |
| YTD | +7.5% | +14.3% | +34.1% |
| 1 year | +9.2% | +15.8% | +39.3% |
| 3 years · per year | — | +20.0% | +20.8% |
| 5 years · per year | — | +10.6% | +10.5% |
| Worst drop · 1Y | −6.5% | −7.9% | −6.9% |
| Volatility · 1Y | 9.5% | 10.0% | 11.3% |
| Holdings | 80 | 338 | 102 |
| Assets | $52M | $128B | $121B |
| Leverage | None | None | None |
| Since | 2025 | 2006 | 2011 |
Highlighted = best in the row. Returns include dividends.