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OPTZ vs TMFX
Optimize Strategy Index ETF vs Motley Fool Next Index ETF
Key differences
- OPTZ costs 0.25% less per year.
- OPTZ is significantly larger than TMFX — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| OPTZ | TMFX | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.50% |
| Fund size (AUM) | $242M | $31M |
| Since | 2024 | 2021 |
| Dividend yield | 0.50% | 0.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +59.6% | +13.3% |
| CAGR 3Y | N/A | +13.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.58 |
| Volatility 1Y | 18.13% | 16.79% |
| Max drawdown | -25.75% | -34.30% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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