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WAR vs OEI

Comparison between U.S. Global Technology and Aerospace & Defense ETF (WAR, ETF) and OPTIMIZED EQUITY INCOME ETF (OEI, ETF).

WAR vs OEI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WAR
$42M
OEI
$42M
Expense Ratio
Winner
WAR
0.60%
OEI
0.75%
Max Drawdown
WAR
13.13%
Winner
OEI
7.89%
Sharpe Ratio
WAR
-0.73
Winner
OEI
0.90
5Y Beta
WAR
3.05
Winner
OEI
0.69
P/E Ratio
WAR
333.42
Winner
OEI
28.10
Forward P/E
WAR
35.76
Winner
OEI
21.96
PEG Ratio
WAR
N/A
OEI
0.49
5Y EPS CAGR
WAR
N/A
OEI
27.34%
Debt to Equity
Winner
WAR
8.00%
OEI
18.67%
P/S Ratio
WAR
12.70
Winner
OEI
4.86
P/B Ratio
WAR
16.51
Winner
OEI
6.10

WAR vs OEI - Holdings Comparison

WAR and OEI have 5 common holdings. Overlap is 0.17%

WAR's top 25 holdings weight is 109.42%. OEI's top 25 holdings weight is 62.90%.

RankWAROEI
#1
US DOLLARS (n/a) - 15.06%
NVIDIA CORP (NVDA) - 8.83%
#2
MICRON TECHNOLOGY INC (MU) - 7.53%
MICROSOFT CORP (MSFT) - 5.32%
#3
AXON ENTERPRISE INC (AXON) - 7.29%
AMAZON.COM INC (AMZN) - 4.42%
#4
MILDEF GROUP AB ORDINARY SHARES (n/a) - 6.98%
APPLE INC (AAPL) - 4.24%
#5
ASTERA LABS INC (ALAB) - 6.66%
ALPHABET INC CLASS A (GOOGL) - 3.77%
#6
DRONESHIELD LTD (n/a) - 6.60%
BROADCOM INC (AVGO) - 3.27%
#7
INTUITIVE MACHINES INC ORDINARY SHARES CLASS A (LUNR) - 6.47%
ALPHABET INC CLASS C (GOOG) - 2.98%
#8
ELECTRO OPTIC SYSTEMS HLDGS LTD (n/a) - 4.83%
MICRON TECHNOLOGY INC (MU) - 2.78%
#9
AMPRIUS TECHNOLOGIES INC (AMPX) - 4.10%
META PLATFORMS INC CLASS A (META) - 2.37%
#10
PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.97%
TESLA INC (TSLA) - 2.02%
#11
NVIDIA CORP (NVDA) - 3.89%
EXXON MOBIL CORP (XOM) - 1.98%
#12
LATTICE SEMICONDUCTOR CORP (LSCC) - 3.84%
JOHNSON & JOHNSON (JNJ) - 1.87%
#13
TERADYNE INC (TER) - 3.83%
INTEL CORP (INTC) - 1.82%
#14
BE SEMICONDUCTOR INDUSTRIES NV (n/a) - 3.71%
ADVANCED MICRO DEVICES INC (AMD) - 1.76%
#15
THEON INTERNATIONAL PLC (n/a) - 3.52%
ELI LILLY AND CO (LLY) - 1.65%
#16
ROLLS-ROYCE HOLDINGS PLC ADR (RYCEY) - 3.47%
BOOKING HOLDINGS INC (BKNG) - 1.58%
#17
CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 3.21%
CISCO SYSTEMS INC (CSCO) - 1.56%
#18
KARMAN HOLDINGS INC (KRMN) - 3.11%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50%
#19
JAPANESE YEN (n/a) - 2.72%
JPMORGAN CHASE & CO (JPM) - 1.43%
#20
CLOUDFLARE INC (NET) - 2.23%
CATERPILLAR INC (CAT) - 1.41%
#21
SANDISK CORP ORDINARY SHARES (SNDK) - 1.96%
MASTERCARD INC CLASS A (MA) - 1.34%
#22
SUPER MICRO COMPUTER INC (SMCI) - 1.13%
ABBVIE INC (ABBV) - 1.32%
#23
LUMENTUM HOLDINGS INC (LITE) - 1.12%
GE VERNOVA INC (GEV) - 1.24%
#24
TENABLE HOLDINGS INC (TENB) - 1.11%
GE AEROSPACE (GE) - 1.22%
#25
NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 1.08%
CHEVRON CORP (CVX) - 1.22%
Total Holdings34106

WAR vs OEI - Historical Returns

Returns include dividend reinvestment.

1M
WAR
N/A
OEI
+0.05%
3M
WAR
N/A
OEI
+4.26%
6M
WAR
N/A
OEI
+4.95%
Max(CAGR)
WAR
-57.68%
Winner
OEI
+13.04%

WAR vs OEI - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearWAROEI
2026-3.92%+3.88%
2025N/A+4.08%

WAR vs OEI Drawdown Comparison

The maximum drawdown for WAR was -13.13%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for OEI was -6.48%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.

The current WAR drawdown is -8.22%. The current OEI drawdown is -1.35%.

RankWAROEI
#1-13.13%
Jun 2, 2026 - Jun 10, 2026
-6.48%
Feb 2, 2026 - Apr 24, 2026
#2-1.63%
May 28, 2026 - Jun 2, 2026
-3.50%
Nov 12, 2025 - Dec 3, 2025
#3-1.24%
May 26, 2026 - May 28, 2026
-2.79%
May 29, 2026 - Jun 10, 2026
#4N/A-1.84%
Dec 11, 2025 - Dec 22, 2025
#5N/A-1.61%
Oct 29, 2025 - Nov 12, 2025
#6N/A-1.31%
Jan 12, 2026 - Jan 26, 2026
#7N/A-0.66%
May 6, 2026 - May 20, 2026
#8N/A-0.65%
Dec 24, 2025 - Jan 5, 2026
#9N/A-0.38%
Apr 27, 2026 - Apr 30, 2026
#10N/A-0.30%
Jan 6, 2026 - Jan 9, 2026
#11N/A-0.30%
May 1, 2026 - May 6, 2026
#12N/A-0.16%
Dec 5, 2025 - Dec 10, 2025
#13N/A-0.11%
Dec 3, 2025 - Dec 5, 2025
#14N/A-0.00%
Jan 27, 2026 - Jan 29, 2026

Correlation

Correlation between WAR and OEI is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

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