Optimize Strategy Index ETF (OPTZ) Alternatives
Optimize Strategy Index ETF (OPTZ) belongs to the Mid Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with OPTZ. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to OPTZ
OPTZ charges 0.25% annually. Among ETFs in the Mid Cap Blend Equities category, these options have the lowest expense ratios among OPTZ alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares Morningstar Mid-Cap ETF | 0.04% | Jun 28, 2004 | OPTZ vs IMCB | |
| iShares Core S&P Mid-Cap ETF | 0.05% | May 22, 2000 | OPTZ vs IJH | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.05% | Nov 8, 2005 | OPTZ vs SPMD | |
| iShares ESG Screened S&P Mid-Cap ETF | 0.12% | Sep 22, 2020 | OPTZ vs XJH | |
| Vanguard U.S. Minimum Volatility ETF | 0.13% | Feb 13, 2018 | OPTZ vs VFMV |
Best Risk-Adjusted Alternatives to OPTZ
Among ETFs in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| iShares MSCI Peru ETF | 96 | Jun 19, 2009 | OPTZ vs EPU | |
| Tema American Reshoring ETF | 89 | May 10, 2023 | OPTZ vs RSHO | |
| Invesco S&P Spin-Off ETF | 88 | Dec 15, 2006 | OPTZ vs CSD | |
| Gabelli Love Our Planet & People ETF | 85 | Feb 1, 2021 | OPTZ vs LOPP | |
| VanEck Agribusiness ETF | 84 | Aug 31, 2007 | OPTZ vs MOO |
Top Performing OPTZ Alternatives (YTD)
OPTZ alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| VanEck Agribusiness ETF | 16.09% | Aug 31, 2007 | OPTZ vs MOO | |
| Invesco S&P Spin-Off ETF | 12.97% | Dec 15, 2006 | OPTZ vs CSD | |
| Tema American Reshoring ETF | 12.27% | May 10, 2023 | OPTZ vs RSHO | |
| iShares MSCI Peru ETF | 11.55% | Jun 19, 2009 | OPTZ vs EPU | |
| First Trust Dividend Strength ETF | 7.34% | Dec 5, 2006 | OPTZ vs FTDS |
Lowest Volatility Alternatives to OPTZ
OPTZ alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| ETC 6 Meridian Low Beta Equity Strategy ETF | 12.15% | May 11, 2020 | OPTZ vs SIXL | |
| Vanguard U.S. Minimum Volatility ETF | 12.31% | Feb 13, 2018 | OPTZ vs VFMV | |
| Pacer Trendpilot US Mid Cap ETF | 13.84% | Jun 11, 2015 | OPTZ vs PTMC | |
| Invesco Bloomberg MVP Multi-factor ETF | 14.30% | May 1, 2003 | OPTZ vs BMVP | |
| Invesco Dynamic Market ETF | 14.30% | May 1, 2003 | OPTZ vs PWC |
Lowest Drawdown Alternatives to OPTZ
OPTZ alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| ETC 6 Meridian Low Beta Equity Strategy ETF | -8.63% | May 11, 2020 | OPTZ vs SIXL | |
| Pacer Trendpilot US Mid Cap ETF | -8.89% | Jun 11, 2015 | OPTZ vs PTMC | |
| Vanguard U.S. Minimum Volatility ETF | -9.63% | Feb 13, 2018 | OPTZ vs VFMV | |
| Running Oak Efficient Growth ETF | -10.60% | Jun 7, 2023 | OPTZ vs RUNN | |
| Invesco Bloomberg MVP Multi-factor ETF | -11.26% | May 1, 2003 | OPTZ vs BMVP |
Often Compared With OPTZ
What investors most often compare with OPTZ, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard U.S. Quality Factor ETF | Mid Cap Blend Equities, Actively Managed | 42 | -2.43% | Feb 13, 2018 | OPTZ vs VFQY |
Compare OPTZ with Any Fund or Stock
Compare OPTZ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.