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OPTZ vs AFOS

Optimize Strategy Index ETF vs ARS Focused Opportunities Strategy ETF

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

AFOS

ARS Focused Opportunities Strategy ETF

ARS Investment Partners, LLC

Annual cost

0.45%

Fund size

$272M

Key differences

  • OPTZ costs 0.20% less per year.
  • OPTZ follows a index tracking strategy; AFOS uses active selection.

Side-by-side comparison

OPTZAFOS
Annual cost (TER)0.25%0.45%
Fund size (AUM)$242M$272M
Since20242025
Dividend yield0.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+54.9%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.03%
Max drawdown-25.75%-11.52%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to OPTZ and AFOS