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OPTZ vs SPD
Optimize Strategy Index ETF vs Simplify US Equity PLUS Downside Convexity ETF
Key differences
- OPTZ costs 0.28% less per year.
- OPTZ is classified as equity, while SPD is alternative — different risk/return profiles.
- OPTZ follows a index tracking strategy; SPD uses option income.
Side-by-side comparison
| OPTZ | SPD | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.53% |
| Fund size (AUM) | $242M | $109M |
| Since | 2024 | 2020 |
| Dividend yield | 0.50% | 1.00% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +54.9% | +15.3% |
| CAGR 3Y | N/A | +18.4% |
| CAGR 5Y | N/A | +8.3% |
| Sharpe 3Y | N/A | 0.87 |
| Volatility 1Y | 18.03% | 13.38% |
| Max drawdown | -25.75% | -27.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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