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OPTZ vs DEUS

Optimize Strategy Index ETF vs Xtrackers Russell US Multifactor ETF

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

DEUS

Xtrackers Russell US Multifactor ETF

Xtrackers

Annual cost

0.17%

Fund size

$256M

Key differences

  • DEUS costs 0.08% less per year.
  • DEUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OPTZDEUS
Annual cost (TER)0.25%0.17%
Fund size (AUM)$242M$256M
Since20242015
Dividend yield0.50%1.48%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+54.9%+18.5%
CAGR 3YN/A+16.3%
CAGR 5YN/A+9.4%
Sharpe 3YN/A0.94
Volatility 1Y18.03%11.12%
Max drawdown-25.75%-40.47%

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

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