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OPTZ vs FFSM
Optimize Strategy Index ETF vs Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF
Key differences
- OPTZ follows a index tracking strategy; FFSM uses active selection.
Side-by-side comparison
| OPTZ | FFSM | |
|---|---|---|
| Annual cost (TER) | 0.25% | — |
| Fund size (AUM) | $242M | — |
| Since | 2024 | — |
| Dividend yield | 0.50% | — |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +54.9% | +37.7% |
| CAGR 3Y | N/A | +21.1% |
| CAGR 5Y | N/A | +9.9% |
| Sharpe 3Y | N/A | 0.91 |
| Volatility 1Y | 18.03% | 17.99% |
| Max drawdown | -25.75% | -26.65% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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