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OPTZ vs SCHA
Optimize Strategy Index ETF vs Schwab U.S. Small-Cap ETF
Key differences
- SCHA costs 0.21% less per year.
- SCHA is significantly larger than OPTZ — larger funds tend to be more liquid and less likely to close.
- SCHA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OPTZ | SCHA | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.04% |
| Fund size (AUM) | $242M | $22.1B |
| Since | 2024 | 2009 |
| Dividend yield | 0.50% | 1.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +54.9% | +41.0% |
| CAGR 3Y | N/A | +19.2% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | N/A | 0.79 |
| Volatility 1Y | 18.03% | 18.08% |
| Max drawdown | -25.75% | -42.41% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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