OPTZ ETF (Optimize Strategy Index ETF) is managed by Optimize Financial with $213.2M in net assets. OPTZ expense ratio is 0.25%, holding 356 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2024-04-23.

OPTZ performance shows a YTD return of 6.71%. The 1-year return is 34.54%. OPTZ dividend yield stands at 0.54%, paid annually.

OPTZ top holdings include Lumentum Holdings Inc (2.4%), Micron Tech (2.0%), Warner Bros. Discovery, Inc (1.6%), Mks Instrs Inc (1.5%), Ultra Clean Holdings Inc (1.3%). View all OPTZ holdings, sector breakdown, or dividend history.

OPTZ can be compared against other funds using the overlap calculator or side-by-side comparison tool. OPTZ alternatives are available via the screener, along with tax-loss harvesting opportunities.