Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
LDRXvsOEIETF Comparison
SGI Enhanced Market Leaders ETF (LDRX) and Optimized Equity Income ETF (OEI) belong to the same industry segment: Options Strategies. LDRX's top 3 sector exposures are Information Technology, Communication Services and Consumer Discretionary. In contrast, OEI's top sector exposures are Information Technology, Health Care and Communication Services. LDRX is less expensive with a Total Expense Ratio (TER) of 0.5%, versus 0.75% for OEI. LDRX is down -2.74% year-to-date (YTD) with +$19M in YTD flows. OEI performs better with 0.75% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of LDRX and OEI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
LDRX vs OEI performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LDRX OEI | -2.44%-0.47% | -3.25%+1.39% | -2.74%+0.75% | n/an/a | n/an/a | n/an/a |
| Flows | LDRX OEI | +$19M+$2M | +$18M+$7M | +$19M+$5M | -- | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LDRX OEI | +11.72%+8.34% | n/an/a | n/an/a | n/an/a |
| Max drawdown | LDRX OEI | -4.56%-2.18% | n/an/a | n/an/a | n/an/a |
| Max drawdown duration | LDRX OEI | 75d36d | n/an/a | n/an/a | n/an/a |
LDRX | OEI | |
Last sale 3/11/2026 at 1:30 PM | $31.99 | $25.41 |
| Previous close 03/10/2026 | $31.99 | $25.43 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
LDRX | OEI | |
|---|---|---|
| Last price | $31.99 | $25.41 |
| 1D performance | +0.02% | -0.06% |
| AuM | $209.97 M | $35.02 M |
| E/R | 0.5% | 0.75% |
LDRX | OEI | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Summit Global Investments | Core Alternative Capital |
| Benchmark | - | - |
| N° of holdings | 99 | 75 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 2, 2025 | October 22, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the LDRX and OEI ETFs performed in 2026?
As of March 10, 2026, LDRX is down -2.74% year-to-date (YTD), while OEI has returned 0.75%. That puts OEI better performer ahead so far this year.
Which ETF is attracting more investor money: LDRX or OEI?
Year-to-date, the LDRX ETF saw +$19M in flows, compared to +$5M for OEI.
Which ETF is bigger: LDRX or OEI?
As of March 10, 2026, LDRX holds $209.97 M in assets under management (AUM), while OEI manages $35.02 M.
What sectors do the LDRX and OEI ETFs invest in?
LDRX leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, OEI focuses on Information Technology, Health Care and Communication Services.
What are the top holdings of the LDRX ETF and OEI ETF?
LDRX top holdings include NVIDIA, APPLE and MICROSOFT-T. OEI holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: LDRX or OEI?
LDRX holds 100 securities with 62.92% of its assets in the top 15. OEI has 79 securities and a top 15 weight of 47.94%.
Active Trader Report: Use of Leveraged & Inverse ETFs Way Up
Direxion partnered with Compound Insights and Vanda to explore what’s driving the evolution of active trading — and how active traders are using leveraged and inverse funds across equities, single stocks, commodities, and volatility.
