VNMC vs. OPTZ

Last updated Jun 4, 2026

VNMC (Natixis Vaughan Nelson Mid Cap ETF) and OPTZ (Optimize Strategy Index ETF) are both Mid Cap Blend Equities funds. VNMC is actively managed, while OPTZ is passively managed. At a 0.16 correlation, their price movements are largely independent. VNMC charges 0.85%/yr vs 0.25%/yr for OPTZ.

Performance

VNMC vs. OPTZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Natixis Vaughan Nelson Mid Cap ETF (VNMC) and Optimize Strategy Index ETF (OPTZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

VNMC

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

OPTZ

• 1D: 0.36%
• 1M: 12.33%
• YTD: 31.51%
• 6M: 32.28%
• 1Y: 61.30%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

VNMC vs. OPTZ - Yearly Performance Comparison

	2026 (YTD)	2025	2024
VNMC Natixis Vaughan Nelson Mid Cap ETF	0.00%	0.00%	3.67%
OPTZ Optimize Strategy Index ETF	31.51%	22.83%	16.81%

Correlation

The correlation between VNMC and OPTZ is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Apr 24, 2024	0.16

VNMC vs. OPTZ - Sectors Allocation Comparison

Sectors	VNMC	OPTZ
Industrials	24.0%	8.9%
Financial Services	16.9%	9.1%
Technology	15.6%	50.6%
Consumer Cyclical	10.8%	9.5%
Basic Materials	10.2%	1.3%
Healthcare	7.6%	10.5%
Energy	5.9%	1.5%
Real Estate	4.6%	1.5%
Communication Services	2.0%	2.6%
Consumer Defensive	1.7%	4.0%
Utilities	0.7%	0.7%

Return for Risk

VNMC vs. OPTZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OPTZ

OPTZ Risk / Return Rank: 92
OPTZ Sharpe Ratio Rank: 93
OPTZ Sortino Ratio Rank: 92
OPTZ Omega Ratio Rank: 89
OPTZ Calmar Ratio Rank: 91
OPTZ Martin Ratio Rank: 94

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VNMC vs. OPTZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Natixis Vaughan Nelson Mid Cap ETF (VNMC) and Optimize Strategy Index ETF (OPTZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	VNMC	OPTZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.41	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	1.71	—

Drawdowns

Drawdown Indicators

	VNMC	OPTZ	Difference
Max Drawdown Largest peak-to-trough decline	—	-25.75%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-10.63%	—
Current Drawdown Current decline from peak	—	0.00%	—
Average Drawdown Average peak-to-trough decline	—	-3.39%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.33%	—

Volatility

Volatility by Period

	VNMC	OPTZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.09%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.52%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	18.09%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	20.66%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	20.66%	—

VNMC vs. OPTZ - Expense Ratio Comparison

VNMC has a 0.85% expense ratio, which is higher than OPTZ's 0.25% expense ratio.

Dividends

VNMC vs. OPTZ - Dividend Comparison

VNMC has not paid dividends to shareholders, while OPTZ's dividend yield for the trailing twelve months is around 0.44%.

Position	TTM	2025	2024	2023	2022	2021	2020
OPTZ Optimize Strategy Index ETF	0.44%	0.58%	0.32%	0.00%	0.00%	0.00%	0.00%
VNMC Natixis Vaughan Nelson Mid Cap ETF	0.00%	0.00%	0.49%	1.08%	4.30%	10.12%	0.20%

Frequently Asked Questions

Can I hold both VNMC and OPTZ in my portfolio?

VNMC and OPTZ have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, VNMC or OPTZ?

On fees, OPTZ is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, VNMC or OPTZ?

OPTZ is cheaper with a 0.25% expense ratio, compared with 0.85% for VNMC.

Which ETF pays a higher dividend yield, VNMC or OPTZ?

OPTZ has the higher dividend yield at 0.44%, compared with 0.00% for VNMC.

What is the main difference between VNMC and OPTZ?

They also come from different issuers: Groupe BPCE and Optimize. Their fees differ too: 0.85% for VNMC and 0.25% for OPTZ.