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OPTZ vs PIEQ

Optimize Strategy Index ETF vs Principal International Equity ETF

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

PIEQ

Principal International Equity ETF

Principal Funds

Annual cost

0.48%

Fund size

$1.5B

Key differences

  • OPTZ costs 0.23% less per year.
  • PIEQ is significantly larger than OPTZ — larger funds tend to be more liquid and less likely to close.
  • OPTZ covers north america markets; PIEQ covers global.

Side-by-side comparison

OPTZPIEQ
Annual cost (TER)0.25%0.48%
Fund size (AUM)$242M$1.5B
Since20242024
Dividend yield0.50%1.22%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+59.6%+30.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.13%15.83%
Max drawdown-25.75%-15.17%

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

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