Skip to content
Beacon
Screener

RKSG vs OPTZ

Ruk Strategic Growth ETF vs Optimize Strategy Index ETF

RKSG

Ruk Strategic Growth ETF

Ruk Funds

Annual cost

0.50%

Fund size

$1M

OPTZ

Optimize Strategy Index ETF

Optimize Financial Inc

Annual cost

0.25%

Fund size

$242M

Key differences

  • OPTZ costs 0.25% less per year.
  • OPTZ is significantly larger than RKSG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

RKSGOPTZ
Annual cost (TER)0.50%0.25%
Fund size (AUM)$1M$242M
Since20262024
Dividend yield0.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+54.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.03%
Max drawdown-1.85%-25.75%

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

Similar to RKSG and OPTZ