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OPTZ vs BIBL

Optimize Strategy Index ETF vs Inspire 100 ETF

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

BIBL

Inspire 100 ETF

Inspire

Annual cost

0.35%

Fund size

$436M

Key differences

  • OPTZ costs 0.10% less per year.
  • BIBL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OPTZBIBL
Annual cost (TER)0.25%0.35%
Fund size (AUM)$242M$436M
Since20242017
Dividend yield0.50%1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+59.6%+39.8%
CAGR 3YN/A+21.8%
CAGR 5YN/A+10.5%
Sharpe 3YN/A1.02
Volatility 1Y18.13%15.49%
Max drawdown-25.75%-36.12%

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

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