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OPTZ vs MFVL
Optimize Strategy Index ETF vs Motley Fool Value Factor ETF
Key differences
- OPTZ costs 0.25% less per year.
- OPTZ is significantly larger than MFVL — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| OPTZ | MFVL | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.50% |
| Fund size (AUM) | $242M | $7M |
| Since | 2024 | 2025 |
| Dividend yield | 0.50% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +59.6% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 18.13% | — |
| Max drawdown | -25.75% | -7.03% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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