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OPTZ vs RKSG

Optimize Strategy Index ETF vs Ruk Strategic Growth ETF

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

RKSG

Ruk Strategic Growth ETF

Ruk Funds

Annual cost

0.50%

Fund size

$1M

Key differences

  • OPTZ costs 0.25% less per year.
  • OPTZ is significantly larger than RKSG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

OPTZRKSG
Annual cost (TER)0.25%0.50%
Fund size (AUM)$242M$1M
Since20242026
Dividend yield0.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+54.9%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.03%
Max drawdown-25.75%-1.85%

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

Similar to OPTZ and RKSG