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OPTZ vs ISMD
Optimize Strategy Index ETF vs Inspire Small/Mid Cap ETF
Key differences
- OPTZ costs 0.28% less per year.
- ISMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OPTZ | ISMD | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.53% |
| Fund size (AUM) | $242M | $292M |
| Since | 2024 | 2017 |
| Dividend yield | 0.50% | 0.99% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +59.6% | +42.0% |
| CAGR 3Y | N/A | +17.6% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | N/A | 0.74 |
| Volatility 1Y | 18.13% | 18.68% |
| Max drawdown | -25.75% | -43.58% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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