OPTZ hits a new 52-week high, rising 63.2% from its low as tech-driven momentum boosts investor interest.
The Optimize Strategy Index ETF is a passively managed vehicle tracking the Optimize Strategy Index. Since April 2024, OPTZ has solidly beaten IVV, as well as IJR and IJH, delivering 138.7% upside capture from May 2024–April 2026. With 333 equities in the portfolio and over 50% allocated to IT, OPTZ has excellently balanced value and growth, sporting a GARP tilt manifested in a 0.76 WA PEG ratio.
Optimize Strategy Index ETF on just four metrics. Its ER is 0.50% and the ETF has $143 million in AUM. Its GARP features are excellent. OPTZ trades at just 14.77x forward earnings but offers nearly twice the estimated earnings growth of FNDB, Schwab's fundamentals-based all-cap factor fund. Quality is slightly lacking, which I attributed to assigning greater weight to less-profitable small-cap stocks. Through it weighting scheme choice, Optimize Financial seems biased in favor of tech stocks.
| NASDAQ (NMS) Exchange | US Country |