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STRV vs OPTZ
Strive 500 ETF vs Optimize Strategy Index ETF
Key differences
- STRV costs 0.20% less per year.
- STRV is significantly larger than OPTZ — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| STRV | OPTZ | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.25% |
| Fund size (AUM) | $1.1B | $242M |
| Since | 2022 | 2024 |
| Dividend yield | 1.08% | 0.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +29.2% | +54.9% |
| CAGR 3Y | +23.5% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.23 | N/A |
| Volatility 1Y | 12.62% | 18.03% |
| Max drawdown | -18.99% | -25.75% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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