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OPTZ vs CGIE

Optimize Strategy Index ETF vs Capital Group International Equity ETF

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

CGIE

Capital Group International Equity ETF

Capital Group

Annual cost

0.54%

Fund size

$2.1B

Key differences

  • OPTZ costs 0.29% less per year.
  • CGIE is significantly larger than OPTZ — larger funds tend to be more liquid and less likely to close.
  • OPTZ covers north america markets; CGIE covers global.

Side-by-side comparison

OPTZCGIE
Annual cost (TER)0.25%0.54%
Fund size (AUM)$242M$2.1B
Since20242023
Dividend yield0.50%1.14%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+59.6%+14.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.13%16.15%
Max drawdown-25.75%-13.81%

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

Similar to OPTZ and CGIE