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OPTZ vs GLOF

Optimize Strategy Index ETF vs iShares Global Equity Factor ETF

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

GLOF

iShares Global Equity Factor ETF

iShares

Annual cost

0.20%

Fund size

$196M

Key differences

  • GLOF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OPTZGLOF
Annual cost (TER)0.25%0.20%
Fund size (AUM)$242M$196M
Since20242015
Dividend yield0.50%1.57%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+54.9%+30.1%
CAGR 3YN/A+22.5%
CAGR 5YN/A+11.7%
Sharpe 3YN/A1.26
Volatility 1Y18.03%12.58%
Max drawdown-25.75%-34.12%

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

Similar to OPTZ and GLOF