Subscribe to our newsletter to receive the latest product updates and special offers

Upgrade to FINVIZ*Elite to get real-time quotes, intraday charts, and advanced charting tools.

NEW: Earnings

Review historical estimates and see whether a company has beaten or missed expectations.

OPTZ

Optimize Strategy Index ETF

Last Close
Jun 14 04:00PM ET
26.57
Dollar change
-0.30
Percentage change
-1.11
%
CategoryUS Equities - Dividend & Fundamental Asset TypeEquities (Stocks) Tags- Return% 1Y- Shs Outstand Perf Week-0.32%
SponsorOptimize Financial ETF Type Tags- Return% 3Y- Total Holdings284 Perf Month-0.77%
Fund Family Bond Type Tags- Return% 5Y- AUM134.44M Perf Quarter-
IndexOptimize Strategy Index Average Maturity Tags- Return% 10Y NAV% Perf Half Y-
Index Weighting Commodity Type Tags- Return% SI NAV/sh Perf Year-
Active/Passive Quant Type Tags- Flows% 1M68.73% 52W Range25.05 - 27.14 Perf YTD4.86%
Dividend TTM- ESG Type Tags- Flows% 3M4662.03% 52W High-2.08% Beta-
Dividend Ex-Date- Dividend Type Sector/Theme Flows% YTD4662.03% 52W Low6.08% ATR (14)0.24
Expense0.50% Structure Type Region Flows% 1Y RSI (14)52.81 Volatility0.55% 0.62%
Option/ShortNo / Yes Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.02 Prev Close26.87
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume148.91K Price26.57
SMA20-0.37% SMA501.25% SMA2001.25% Trades Volume3,449 Change-1.11%
The Optimize Strategy Index ETF (OPTZ) is a passive exchange traded fund that seeks to track the performance of the Optimize Strategy Index (OPTSI), which is managed by Optimize Financial Inc. The Optimize Strategy Index (the "Index") aims to generate excess returns as compared to the broader U.S. equity market over an economic cycle. It seeks to do so by focusing on companies that exhibit a favorable profile with regard to various fundamental metrics including the ratio of current Earnings Per Share (EPS) over the trailing 10-year average EPS, the current Price to Earnings (P/E) ratio, and the 2-year forward EPS growth estimate for large capitalization companies and the Price to Sales (P/S) ratio for small Capitalization companies.