VPX vs OEI
Comparison between VARIANT PERCEPTION CYCLE AWARE US EQUITY ETF (VPX, ETF) and OPTIMIZED EQUITY INCOME ETF (OEI, ETF).
VPX vs OEI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VPX
$43M
OEI
$42M
Expense Ratio
VPX
0.75%
OEI
0.75%
Max Drawdown
Winner
VPX
5.91%
OEI
7.89%
Sharpe Ratio
Winner
VPX
3.59
OEI
0.90
5Y Beta
VPX
1.10
Winner
OEI
0.69
P/E Ratio
VPX
28.25
Winner
OEI
28.10
Forward P/E
VPX
22.24
Winner
OEI
21.96
PEG Ratio
VPX
0.54
Winner
OEI
0.49
5Y EPS CAGR
VPX
25.04%
Winner
OEI
27.34%
Debt to Equity
VPX
N/A
OEI
18.67%
P/S Ratio
Winner
VPX
3.19
OEI
4.86
P/B Ratio
Winner
VPX
5.72
OEI
6.10
VPX vs OEI - Holdings Comparison
VPX and OEI have 47 common holdings. Overlap is 41.07%
VPX's top 25 holdings weight is 82.22%. OEI's top 25 holdings weight is 62.90%.
| Rank | VPX | OEI |
|---|---|---|
| #1 | VANGUARD TOTAL STOCK MARKET ETF (VTI) - 30.61% | NVIDIA CORP (NVDA) - 8.83% |
| #2 | BROADCOM INC (AVGO) - 4.91% | MICROSOFT CORP (MSFT) - 5.32% |
| #3 | NVIDIA CORP (NVDA) - 4.12% | AMAZON.COM INC (AMZN) - 4.42% |
| #4 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 4.07% | APPLE INC (AAPL) - 4.24% |
| #5 | MICROSOFT CORP (MSFT) - 3.24% | ALPHABET INC CLASS A (GOOGL) - 3.77% |
| #6 | APPLE INC (AAPL) - 2.67% | BROADCOM INC (AVGO) - 3.27% |
| #7 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.65% | ALPHABET INC CLASS C (GOOG) - 2.98% |
| #8 | ELI LILLY AND CO (LLY) - 2.59% | MICRON TECHNOLOGY INC (MU) - 2.78% |
| #9 | ORACLE CORP (ORCL) - 2.26% | META PLATFORMS INC CLASS A (META) - 2.37% |
| #10 | JPMORGAN CHASE & CO (JPM) - 2.19% | TESLA INC (TSLA) - 2.02% |
| #11 | MICRON TECHNOLOGY INC (MU) - 2.05% | EXXON MOBIL CORP (XOM) - 1.98% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.97% | JOHNSON & JOHNSON (JNJ) - 1.87% |
| #13 | AMAZON.COM INC (AMZN) - 1.89% | INTEL CORP (INTC) - 1.82% |
| #14 | INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 1.88% | ADVANCED MICRO DEVICES INC (AMD) - 1.76% |
| #15 | TESLA INC (TSLA) - 1.83% | ELI LILLY AND CO (LLY) - 1.65% |
| #16 | VISA INC CLASS A (V) - 1.69% | BOOKING HOLDINGS INC (BKNG) - 1.58% |
| #17 | ALPHABET INC CLASS A (GOOGL) - 1.53% | CISCO SYSTEMS INC (CSCO) - 1.56% |
| #18 | JOHNSON & JOHNSON (JNJ) - 1.51% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50% |
| #19 | CHEVRON CORP (CVX) - 1.35% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #20 | COSTCO WHOLESALE CORP (COST) - 1.28% | CATERPILLAR INC (CAT) - 1.41% |
| #21 | n/a (TSM) - 1.24% | MASTERCARD INC CLASS A (MA) - 1.34% |
| #22 | ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 1.23% | ABBVIE INC (ABBV) - 1.32% |
| #23 | APPLIED MATERIALS INC (AMAT) - 1.22% | GE VERNOVA INC (GEV) - 1.24% |
| #24 | n/a (PLTR) - 1.17% | GE AEROSPACE (GE) - 1.22% |
| #25 | MASTERCARD INC CLASS A (MA) - 1.07% | CHEVRON CORP (CVX) - 1.22% |
| Total Holdings | 141 | 106 |
VPX vs OEI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VPX
+4.08%
OEI
+0.05%
3M
Winner
VPX
+17.98%
OEI
+4.26%
6M
VPX
N/A
OEI
+4.95%
Max(CAGR)
Winner
VPX
+92.79%
OEI
+13.04%
VPX vs OEI - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | VPX | OEI |
|---|---|---|
| 2026 | +17.98% | +3.88% |
| 2025 | N/A | +4.08% |
VPX vs OEI Drawdown Comparison
The maximum drawdown for VPX was -5.91%, occurring on Mar 30, 2026. Recovery took 15 trading sessions.
The maximum drawdown for OEI was -6.48%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.
The current VPX drawdown is -1.14%. The current OEI drawdown is -1.35%.
| Rank | VPX | OEI |
|---|---|---|
| #1 | -5.91% Mar 17, 2026 - Apr 8, 2026 | -6.48% Feb 2, 2026 - Apr 24, 2026 |
| #2 | -3.62% Jun 4, 2026 - Jun 10, 2026 | -3.50% Nov 12, 2025 - Dec 3, 2025 |
| #3 | -2.55% May 14, 2026 - May 22, 2026 | -2.79% May 29, 2026 - Jun 10, 2026 |
| #4 | -0.79% Apr 27, 2026 - Apr 30, 2026 | -1.84% Dec 11, 2025 - Dec 22, 2025 |
| #5 | -0.78% Apr 17, 2026 - Apr 22, 2026 | -1.61% Oct 29, 2025 - Nov 12, 2025 |
| #6 | -0.74% May 6, 2026 - May 8, 2026 | -1.31% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -0.64% Apr 22, 2026 - Apr 24, 2026 | -0.66% May 6, 2026 - May 20, 2026 |
| #8 | -0.54% Mar 12, 2026 - Mar 16, 2026 | -0.65% Dec 24, 2025 - Jan 5, 2026 |
| #9 | -0.23% May 11, 2026 - May 13, 2026 | -0.38% Apr 27, 2026 - Apr 30, 2026 |
| #10 | -0.19% May 1, 2026 - May 5, 2026 | -0.30% Jan 6, 2026 - Jan 9, 2026 |
| #11 | -0.04% Jun 2, 2026 - Jun 4, 2026 | -0.30% May 1, 2026 - May 6, 2026 |
| #12 | -0.01% Apr 9, 2026 - Apr 13, 2026 | -0.16% Dec 5, 2025 - Dec 10, 2025 |
| #13 | N/A | -0.11% Dec 3, 2025 - Dec 5, 2025 |
| #14 | N/A | -0.00% Jan 27, 2026 - Jan 29, 2026 |
Correlation
Correlation between VPX and OEI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Select Stocks to Compare
Popular: VPX vs SPYOEI vs SPY
More Comparisons
Compare with similar stocks