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OPTZ
+3.33 · +9.77%
$37.39 · NASDAQ
AUM:$221.9M
#– of – in Mid-Cap Blend ETFs
Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 34.0% over the past year, reflecting strong price momentum.What is OPTZ?
The fund is an ETF that employs a "passive management" investment approach designed to track the total return performance, before fees and expenses, of the index. The index seeks to generate returns that exceed the broader U.
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Strong Recent Performance
OPTZ delivered 34.0% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 15.4% of the ETF — exposure spread across many positions.
Income Component
Current yield of 0.56% — modest income alongside capital growth potential.
ETF Information
AUM$221.9M
Expense Ratio0.00%
Dividend Yield0.56%
Holdings50
Inception DateApr 2024
Domicile–
Distribution–
Index–
ProviderOptimize Financial Inc
Beta–
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified