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OPTZ vs INTF

Optimize Strategy Index ETF vs iShares International Equity Factor ETF

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

INTF

iShares International Equity Factor ETF

iShares

Annual cost

0.16%

Fund size

$3.4B

Key differences

  • INTF costs 0.09% less per year.
  • INTF is significantly larger than OPTZ — larger funds tend to be more liquid and less likely to close.
  • INTF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OPTZINTF
Annual cost (TER)0.25%0.16%
Fund size (AUM)$242M$3.4B
Since20242015
Dividend yield0.50%2.64%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+54.9%+27.1%
CAGR 3YN/A+19.2%
CAGR 5YN/A+10.3%
Sharpe 3YN/A1.01
Volatility 1Y18.03%14.62%
Max drawdown-25.75%-40.39%

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

Similar to OPTZ and INTF