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OPTZ vs FIVA
Optimize Strategy Index ETF vs Fidelity International Value Factor ETF
Key differences
- FIVA costs 0.07% less per year.
- OPTZ covers north america markets; FIVA covers global.
- FIVA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OPTZ | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.18% |
| Fund size (AUM) | $242M | $533M |
| Since | 2024 | 2018 |
| Dividend yield | 0.50% | 2.63% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +59.6% | +36.7% |
| CAGR 3Y | N/A | +22.2% |
| CAGR 5Y | N/A | +12.8% |
| Sharpe 3Y | N/A | 1.17 |
| Volatility 1Y | 18.13% | 15.28% |
| Max drawdown | -25.75% | -39.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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