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OPTZ vs FLRG

Optimize Strategy Index ETF vs Fidelity U.S. Multifactor ETF

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

FLRG

Fidelity U.S. Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$283M

Key differences

  • FLRG costs 0.10% less per year.

Side-by-side comparison

OPTZFLRG
Annual cost (TER)0.25%0.15%
Fund size (AUM)$242M$283M
Since20242020
Dividend yield0.50%1.39%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+54.9%+19.9%
CAGR 3YN/A+19.4%
CAGR 5YN/A+13.0%
Sharpe 3YN/A1.13
Volatility 1Y18.03%10.28%
Max drawdown-25.75%-19.64%

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

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