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OPTZ vs WZRD

Optimize Strategy Index ETF vs Opportunistic Trader ETF

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

WZRD

Opportunistic Trader ETF

Tuttle Capital Management, LLC

Annual cost

1.00%

Fund size

$4M

Key differences

  • OPTZ costs 0.75% less per year.
  • OPTZ is significantly larger than WZRD — larger funds tend to be more liquid and less likely to close.
  • OPTZ is classified as equity, while WZRD is alternative — different risk/return profiles.
  • OPTZ follows a index tracking strategy; WZRD uses structured outcome.

Side-by-side comparison

OPTZWZRD
Annual cost (TER)0.25%1.00%
Fund size (AUM)$242M$4M
Since20242025
Dividend yield0.50%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingstructured outcome
CAGR 1Y+54.9%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.03%
Max drawdown-25.75%-71.81%

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

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