EWUS vs OEI
Comparison between ISHARES MSCI UNITED KINGDOM SMALL-CAP ETF (EWUS, ETF) and OPTIMIZED EQUITY INCOME ETF (OEI, ETF).
EWUS vs OEI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EWUS
$43M
OEI
$42M
Expense Ratio
Winner
EWUS
0.59%
OEI
0.75%
Max Drawdown
EWUS
50.60%
Winner
OEI
7.89%
Sharpe Ratio
EWUS
0.31
Winner
OEI
0.90
5Y Beta
EWUS
0.73
Winner
OEI
0.69
P/E Ratio
EWUS
N/A
OEI
28.10
Forward P/E
EWUS
N/A
OEI
21.96
PEG Ratio
EWUS
N/A
OEI
0.49
5Y Dividends CAGR
EWUS
10.41%
OEI
N/A
5Y EPS CAGR
EWUS
N/A
OEI
27.34%
Debt to Equity
EWUS
N/A
OEI
18.67%
P/S Ratio
EWUS
N/A
OEI
4.86
P/B Ratio
EWUS
N/A
OEI
6.10
EWUS vs OEI - Holdings Comparison
EWUS and OEI have 1 common holdings. Overlap is -1.03%
EWUS's top 25 holdings weight is 35.21%. OEI's top 25 holdings weight is 62.90%.
| Rank | EWUS | OEI |
|---|---|---|
| #1 | DIPLOMA PLC (n/a) - 2.69% | NVIDIA CORP (NVDA) - 8.83% |
| #2 | BEAZLEY PLC (n/a) - 2.13% | MICROSOFT CORP (MSFT) - 5.32% |
| #3 | IMI PLC (n/a) - 1.92% | AMAZON.COM INC (AMZN) - 4.42% |
| #4 | GAMES WORKSHOP GROUP PLC (n/a) - 1.89% | APPLE INC (AAPL) - 4.24% |
| #5 | ST JAMES'S PLACE PLC (n/a) - 1.80% | ALPHABET INC CLASS A (GOOGL) - 3.77% |
| #6 | WEIR GROUP PLC (n/a) - 1.80% | BROADCOM INC (AVGO) - 3.27% |
| #7 | IG GROUP HOLDINGS PLC (n/a) - 1.71% | ALPHABET INC CLASS C (GOOG) - 2.98% |
| #8 | HISCOX LTD (n/a) - 1.64% | MICRON TECHNOLOGY INC (MU) - 2.78% |
| #9 | DCC PLC (n/a) - 1.48% | META PLATFORMS INC CLASS A (META) - 2.37% |
| #10 | ICG PLC (n/a) - 1.45% | TESLA INC (TSLA) - 2.02% |
| #11 | ABERDEEN GROUP PLC (n/a) - 1.31% | EXXON MOBIL CORP (XOM) - 1.98% |
| #12 | BURBERRY GROUP PLC (n/a) - 1.23% | JOHNSON & JOHNSON (JNJ) - 1.87% |
| #13 | HOWDEN JOINERY GROUP PLC (n/a) - 1.17% | INTEL CORP (INTC) - 1.82% |
| #14 | LONDONMETRIC PROPERTY PLC (n/a) - 1.15% | ADVANCED MICRO DEVICES INC (AMD) - 1.76% |
| #15 | BRITISH LAND CO PLC (n/a) - 1.15% | ELI LILLY AND CO (LLY) - 1.65% |
| #16 | CRODA INTERNATIONAL PLC (n/a) - 1.12% | BOOKING HOLDINGS INC (BKNG) - 1.58% |
| #17 | WHITBREAD PLC (n/a) - 1.12% | CISCO SYSTEMS INC (CSCO) - 1.56% |
| #18 | BALFOUR BEATTY PLC (n/a) - 1.11% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50% |
| #19 | LION FINANCE GROUP PLC (n/a) - 1.10% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #20 | AUTOTRADER GROUP PLC (n/a) - 1.08% | CATERPILLAR INC (CAT) - 1.41% |
| #21 | INVESTEC PLC (n/a) - 1.07% | MASTERCARD INC CLASS A (MA) - 1.34% |
| #22 | TRITAX BIG BOX ORD (n/a) - 1.05% | ABBVIE INC (ABBV) - 1.32% |
| #23 | JOHNSON MATTHEY PLC (n/a) - 1.03% | GE VERNOVA INC (GEV) - 1.24% |
| #24 | METLEN ENERGY & METALS PLC (n/a) - 1.02% | GE AEROSPACE (GE) - 1.22% |
| #25 | PERSIMMON PLC (n/a) - 0.99% | CHEVRON CORP (CVX) - 1.22% |
| Total Holdings | 209 | 106 |
EWUS vs OEI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EWUS
+3.58%
OEI
+0.05%
3M
Winner
EWUS
+5.20%
OEI
+4.26%
6M
Winner
EWUS
+7.19%
OEI
+4.95%
1Y
EWUS
+7.81%
OEI
N/A
5Y(CAGR)
EWUS
+0.37%
OEI
N/A
10Y(CAGR)
EWUS
+4.57%
OEI
N/A
Max(CAGR)
EWUS
+6.52%
Winner
OEI
+13.04%
EWUS vs OEI - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | EWUS | OEI |
|---|---|---|
| 2026 | +3.10% | +3.88% |
| 2025 | +26.80% | +4.08% |
| 2024 | +6.15% | N/A |
| 2023 | +14.88% | N/A |
| 2022 | -31.68% | N/A |
| 2021 | +13.23% | N/A |
| 2020 | -2.91% | N/A |
| 2019 | +34.92% | N/A |
| 2018 | -20.72% | N/A |
| 2017 | +31.70% | N/A |
| 2016 | -10.38% | N/A |
| 2015 | +9.88% | N/A |
| 2014 | -6.96% | N/A |
| 2013 | +37.04% | N/A |
| 2012 | +20.65% | N/A |
EWUS vs OEI Drawdown Comparison
The maximum drawdown for EWUS was -49.33%, occurring on Mar 23, 2020. Recovery took 287 trading sessions.
The maximum drawdown for OEI was -6.48%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.
The current EWUS drawdown is -4.22%. The current OEI drawdown is -1.35%.
| Rank | EWUS | OEI |
|---|---|---|
| #1 | -49.33% Dec 16, 2019 - Feb 5, 2021 | -6.48% Feb 2, 2026 - Apr 24, 2026 |
| #2 | -48.09% Sep 3, 2021 - Jan 22, 2026 | -3.50% Nov 12, 2025 - Dec 3, 2025 |
| #3 | -27.10% Jun 23, 2015 - Sep 19, 2017 | -2.79% May 29, 2026 - Jun 10, 2026 |
| #4 | -26.50% Jun 11, 2018 - Dec 13, 2019 | -1.84% Dec 11, 2025 - Dec 22, 2025 |
| #5 | -21.30% Feb 28, 2014 - May 14, 2015 | -1.61% Oct 29, 2025 - Nov 12, 2025 |
| #6 | -15.21% Jan 29, 2026 - Mar 30, 2026 | -1.31% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -15.07% May 2, 2012 - Sep 19, 2012 | -0.66% May 6, 2026 - May 20, 2026 |
| #8 | -9.77% Jan 24, 2018 - Jun 6, 2018 | -0.65% Dec 24, 2025 - Jan 5, 2026 |
| #9 | -9.47% Jun 8, 2021 - Aug 11, 2021 | -0.38% Apr 27, 2026 - Apr 30, 2026 |
| #10 | -8.68% May 21, 2013 - Jul 11, 2013 | -0.30% Jan 6, 2026 - Jan 9, 2026 |
| #11 | -6.91% Jan 22, 2014 - Feb 14, 2014 | -0.30% May 1, 2026 - May 6, 2026 |
| #12 | -6.36% Sep 18, 2013 - Oct 17, 2013 | -0.16% Dec 5, 2025 - Dec 10, 2025 |
| #13 | -5.88% Aug 8, 2013 - Sep 9, 2013 | -0.11% Dec 3, 2025 - Dec 5, 2025 |
| #14 | -5.41% Mar 1, 2012 - Mar 16, 2012 | -0.00% Jan 27, 2026 - Jan 29, 2026 |
| #15 | -5.19% Apr 2, 2012 - May 2, 2012 | N/A |
Correlation
Correlation between EWUS and OEI is 0.70 which considered as a strong positive correlation - the stocks tend to move together.
0.70
-101
Dividend Comparison (2012 - 2026)
EWUS vs OEI dividend yield comparison.
| Year | EWUS | OEI |
|---|---|---|
| 2026 | 0.00% | 3.87% |
| 2025 | 3.59% | 1.35% |
| 2024 | 3.67% | 0.00% |
| 2023 | 2.88% | 0.00% |
| 2022 | 2.03% | 0.00% |
| 2021 | 3.54% | 0.00% |
| 2020 | 1.97% | 0.00% |
| 2019 | 2.59% | 0.00% |
| 2018 | 3.53% | 0.00% |
| 2017 | 2.61% | 0.00% |
| 2016 | 3.18% | 0.00% |
| 2015 | 2.85% | 0.00% |
| 2014 | 3.33% | 0.00% |
| 2013 | 1.60% | 0.00% |
| 2012 | 3.02% | 0.00% |
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