OPTZ ETF
Optimize Strategy Index ETF
OPTZ ETF Overview
OPTZ ETF (Optimize Strategy Index ETF) is managed by Optimize Financial with $279.5M in net assets. OPTZ expense ratio is 0.25%, holding 339 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2024-04-23.
OPTZ performance shows a YTD return of 24.38%. The 1-year return is 40.80%. OPTZ dividend yield stands at 0.47%, paid annually.
OPTZ top holdings include Penguin Solutions Inc (3.2%), Sandisk Corp/De (2.9%), Advanced Micro Devices Inc. (2.9%), Micron Technology, Inc. (2.7%), Seagate Technology Holdings Plc (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.