OPTZ ETF
Optimize Strategy Index ETF
OPTZ ETF Overview
OPTZ ETF (Optimize Strategy Index ETF) is managed by Optimize Financial with $266.7M in net assets. OPTZ expense ratio is 0.25%, holding 339 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2024-04-23.
OPTZ performance shows a YTD return of 24.09%. The 1-year return is 27.74%. OPTZ dividend yield stands at 0.47%, paid annually.
OPTZ top holdings include Advanced Micro Devices Inc (1.4%), Semtech Corp (1.4%), Synopsys (1.4%), Rackspace Technology Inc (1.3%), Cadence Design Systems Inc. (1.3%). Go to all OPTZ holdings, OPTZ sectors, or OPTZ dividends.
OPTZ can be compared against other funds. Use OPTZ overlap to find shared positions, or OPTZ vs another fund for a side-by-side view. OPTZ alternatives are available via the screener, along with tax-loss harvesting opportunities.