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OPTZ vs SCHX
Optimize Strategy Index ETF vs Schwab U.S. Large-Cap ETF
Key differences
- SCHX costs 0.22% less per year.
- SCHX is significantly larger than OPTZ — larger funds tend to be more liquid and less likely to close.
- SCHX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OPTZ | SCHX | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.03% |
| Fund size (AUM) | $242M | $68.2B |
| Since | 2024 | 2009 |
| Dividend yield | 0.50% | 1.06% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +54.9% | +28.6% |
| CAGR 3Y | N/A | +23.2% |
| CAGR 5Y | N/A | +13.4% |
| Sharpe 3Y | N/A | 1.23 |
| Volatility 1Y | 18.03% | 12.16% |
| Max drawdown | -25.75% | -34.33% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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