Screener
OPTZ vs FLQS
Optimize Strategy Index ETF vs Franklin U.S. Small Cap Multifactor Index ETF
Key differences
- OPTZ costs 0.10% less per year.
- OPTZ is significantly larger than FLQS — larger funds tend to be more liquid and less likely to close.
- FLQS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OPTZ | FLQS | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.35% |
| Fund size (AUM) | $242M | $51M |
| Since | 2024 | 2017 |
| Dividend yield | 0.50% | 1.34% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +54.9% | +15.1% |
| CAGR 3Y | N/A | +12.3% |
| CAGR 5Y | N/A | +5.4% |
| Sharpe 3Y | N/A | 0.53 |
| Volatility 1Y | 18.03% | 15.31% |
| Max drawdown | -25.75% | -42.16% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OPTZ and FLQS
Explore further