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OPTZ vs STRV
Optimize Strategy Index ETF vs Strive 500 ETF
Key differences
- STRV costs 0.20% less per year.
- STRV is significantly larger than OPTZ — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| OPTZ | STRV | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.05% |
| Fund size (AUM) | $242M | $1.1B |
| Since | 2024 | 2022 |
| Dividend yield | 0.50% | 1.08% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +59.6% | +30.9% |
| CAGR 3Y | N/A | +23.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.23 |
| Volatility 1Y | 18.13% | 12.58% |
| Max drawdown | -25.75% | -18.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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