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OPTZ vs WWJD

Optimize Strategy Index ETF vs Inspire International ETF

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

WWJD

Inspire International ETF

Inspire

Annual cost

0.61%

Fund size

$502M

Key differences

  • OPTZ costs 0.36% less per year.
  • OPTZ covers north america markets; WWJD covers global.
  • WWJD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OPTZWWJD
Annual cost (TER)0.25%0.61%
Fund size (AUM)$242M$502M
Since20242019
Dividend yield0.50%2.20%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+59.6%+20.8%
CAGR 3YN/A+15.2%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.78
Volatility 1Y18.13%13.64%
Max drawdown-25.75%-35.76%

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

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