OPTZOptimize Strategy Index ETF
Grow my money#1228 of 2944 for Grow my money
Seeks to track the total return performance of the Optimize Strategy Index.
Optimize Financial Inc · Since 2024 (2 years)
Annual Cost
0.25%
#1062 out of 5,332 ETFs
Fund Size
$209M
#2099 out of 5,332 ETFs
Dividend Yield
0.58%
Track Record
2 years
#3633 out of 5,332 ETFs
Performance
1 Year
+58.0%
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Region
Asset allocation
Stocks
99.8%
Cash
0.1%
Other
0.0%
Sector breakdown
Technology
46.4%
Healthcare
11.7%
Consumer Cyclical
10.4%
Financial Services
9.8%
Industrials
9.1%
Consumer Defensive
4.3%
Communication
2.8%
Energy
1.7%
Other
3.7%
Top holdings
Lumentum Holdings IncLITE1.6%
SanDisk Corp Ordinary SharesSNDK1.6%
Seagate Technology Holdings PLCSTX1.5%
TTM Technologies IncTTMI1.5%
Western Digital CorpWDC1.5%
KLA CorpKLAC1.5%
Teradyne IncTER1.5%
Lam Research CorpLRCX1.4%
MACOM Technology Solutions Holdings IncMTSI1.4%
FabrinetFN1.4%
Risk profile
Volatility (1Y)
18.4%
Moderate
Max drawdown
-25.7%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
Similar ETFs
Data updated on 2026-05-05