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OPTZ vs FSML

Optimize Strategy Index ETF vs Franklin Small Cap Enhanced ETF

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

FSML

Franklin Small Cap Enhanced ETF

Annual cost

Fund size

Key differences

  • OPTZ is classified as equity, while FSML is alternative — different risk/return profiles.
  • OPTZ covers north america markets; FSML covers emerging markets.
  • OPTZ follows a index tracking strategy; FSML uses multi strategy.

Side-by-side comparison

OPTZFSML
Annual cost (TER)0.25%
Fund size (AUM)$242M
Since2024
Dividend yield0.50%
Asset classequityalternative
Regionnorth americaemerging markets
Strategyindex trackingmulti strategy
CAGR 1Y+54.9%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.03%
Max drawdown-25.75%-10.83%

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

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