OPTZ: Strong Returns, GARP Tilt, But Prone To Deep Drawdowns, A Hold
The Optimize Strategy Index ETF (OPTZ) has shown strong performance since its inception, significantly outperforming major indices. It has a GARP (Growth at a Reasonable Price) tilt, balancing value and growth effectively. However, the ETF is also noted for its susceptibility to deep drawdowns, making it a cautious hold for investors.
- ▪OPTZ has delivered a 138.7% upside capture from May 2024 to April 2026.
- ▪The ETF consists of 333 equities, with over 50% allocated to the information technology sector.
- ▪It features a weighted average price-to-earnings growth (PEG) ratio of 0.76.
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