OEI vs VOO

AOEI

BVOO

Measures won3–1OEI wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO

Lowest cost0.03%VOO · $3 on $10k

Most income9.06%OEI · $906 on $10k

Smallest drop−6.5%OEI · worst fall in 1Y

Held in common64.4%OEI and VOO

OEI

VOO

Optimized Equity Income ETF · $53MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $17,931+21.5%

[…]5 years · per year[…] · $17,416+11.7%

1.02%Expense ratio$102 · $3 on $10k · lower wins0.03%

9.06%12-mo yield$906 · $108 on $10k1.08%

−6.5%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	AOEI	Optimized Equity Income ETFRead Desk		1.02%	9.06%	−1.0%	+9.3%	+12.1%	new	new	−6.5%	$53M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	AOEI	Optimized Equity Income ETFRead Desk		1.02%	9.06%	−1.0%	+9.3%	+12.1%	new	new	−6.5%	$53M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OEI vs VOO

OEI

Optimized Equity Income

[…]

VOO

Vanguard S&P 500

$17,416

MeasureOEIVOO

Fee1.02%0.03%

Cost on $10k a year$102$3

Yield9.06%1.08%

5 years, per year[…]+11.7%

3 years, per year[…]+21.5%

Worst drop · 1Y−6.5%−8.9%

Volatility · 1Y9.8%13.7%

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OEI vs VOO

Both

Both

$10,000 in OEI, VOO

Overlap: OEI, VOO

OEI vs VOO

SPYM vs SPY

VOO vs IVV

SCHD vs VIG

Overlap: OEI, VOO

Income After Fees on $10,000