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OPTZ vs RZV
Optimize Strategy Index ETF vs Invesco S&P SmallCap 600 Pure Value ETF
Key differences
- OPTZ costs 0.10% less per year.
- RZV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OPTZ | RZV | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.35% |
| Fund size (AUM) | $242M | $265M |
| Since | 2024 | 2006 |
| Dividend yield | 0.50% | 1.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +59.6% | +46.3% |
| CAGR 3Y | N/A | +18.4% |
| CAGR 5Y | N/A | +9.9% |
| Sharpe 3Y | N/A | 0.69 |
| Volatility 1Y | 18.13% | 20.87% |
| Max drawdown | -25.75% | -60.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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