Skip to content
Beacon
Screener

OPTZ vs STXG

Optimize Strategy Index ETF vs Strive 1000 Growth ETF

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

STXG

Strive 1000 Growth ETF

Strive AM

Annual cost

0.18%

Fund size

$145M

Key differences

  • STXG costs 0.07% less per year.

Side-by-side comparison

OPTZSTXG
Annual cost (TER)0.25%0.18%
Fund size (AUM)$242M$145M
Since20242022
Dividend yield0.50%0.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+59.6%+30.7%
CAGR 3YN/A+24.7%
CAGR 5YN/AN/A
Sharpe 3YN/A1.15
Volatility 1Y18.13%14.58%
Max drawdown-25.75%-21.22%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to OPTZ and STXG