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OPTZ vs BFOR
Optimize Strategy Index ETF vs Barron's 400 ETF
Key differences
- OPTZ costs 0.40% less per year.
- BFOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OPTZ | BFOR | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.65% |
| Fund size (AUM) | $242M | $211M |
| Since | 2024 | 2013 |
| Dividend yield | 0.50% | 0.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +54.9% | +22.3% |
| CAGR 3Y | N/A | +20.1% |
| CAGR 5Y | N/A | +10.0% |
| Sharpe 3Y | N/A | 0.94 |
| Volatility 1Y | 18.03% | 14.92% |
| Max drawdown | -25.75% | -41.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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