Which Funds Can OPTZ Replace?

Optimize Strategy Index ETF Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds OPTZ Can Replace

502 funds

FSI > 80 out of 759 similar funds

Competing Fund AUM

$2.05T

Assets in funds OPTZ can compete with and replace

Outperformance Rank

#23

Rank among 759 similar funds

Who Holds Credible Replacements?

5,527 firms

176,139 connected advisors

Opportunity analysis

OPTZ can replace 502 funds with FSI above 80 out of 759 similar funds, representing $2.05T in competing fund AUM. Its outperformance rank is #23 among those similar funds. 5,527 13F firms and 176,139 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 91.0%.

Fund details

Vehicle
ETF
Issuer
Optimize Financial, Inc.
Focus
Total market
Net expense ratio
0.25%
Assets under management
$269.2M

Related fund research