OPTZ ETF
Optimize Strategy Index ETF
OPTZ ETF Overview
OPTZ ETF (Optimize Strategy Index ETF) is managed by Optimize Financial with $266.2M in net assets. OPTZ expense ratio is 0.25%, holding 339 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2024-04-23.
OPTZ performance shows a YTD return of 26.31%. The 1-year return is 34.68%. OPTZ dividend yield stands at 0.46%, paid annually.
OPTZ top holdings include Sandisk Corp/De (3.5%), Penguin Solutions Inc (2.9%), Micron Technology, Inc. (2.8%), Advanced Micro Devices Inc (2.8%), Seagate Technolo (2.6%). 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.