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OPTZvsEBIETF Comparison
Optimize Strategy Index ETF (OPTZ) and Longview Advantage ETF (EBI) belong to the same industry segment: US Multi-Factor. OPTZ's top 3 sector exposures are Information Technology, Consumer Discretionary and Health Care. In contrast, EBI's top sector exposures are Information Technology, Financials and Consumer Discretionary. OPTZ is less expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.35% for EBI. OPTZ is up 1.18% year-to-date (YTD) with +$6M in YTD flows. EBI performs better with 2.12% YTD performance, and +$5M in YTD flows. Run a side-by-side ETF comparison of OPTZ and EBI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
OPTZ vs EBI performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OPTZ EBI | -3.37%-3.61% | +0.20%+1.70% | +1.18%+2.12% | +35.68%+24.43% | n/an/a | n/an/a |
| Flows | OPTZ EBI | +$3M-$15M | +$9M+$8M | +$6M+$5M | +$5M+$59M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OPTZ EBI | +16.15%+12.73% | +22.78%+18.62% | n/an/a | n/an/a |
| Max drawdown | OPTZ EBI | -6.39%-5.12% | -16.84%-14.53% | n/an/a | n/an/a |
| Max drawdown duration | OPTZ EBI | 10d29d | 46d46d | n/an/a | n/an/a |
OPTZ | EBI | |
Last sale 3/13/2026 at 1:30 PM | $36.41 | $57.59 |
| Previous close 03/12/2026 | $36.45 | $57.74 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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OPTZ | EBI | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
OPTZ | EBI | |
|---|---|---|
| Last price | $36.41 | $57.59 |
| 1D performance | -0.10% | -0.27% |
| AuM | $208.50 M | $590.40 M |
| E/R | 0.25% | 0.35% |
OPTZ | EBI | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Optimize Financial | The RBB Fund, Inc |
| Benchmark | Optimize Strategy Index | - |
| N° of holdings | 320 | 2297 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 23, 2024 | February 26, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the OPTZ and EBI ETFs performed in 2026?
As of March 12, 2026, OPTZ is up 1.18% year-to-date (YTD), while EBI has returned 2.12%. That puts EBI better performer ahead so far this year.
Which ETF is attracting more investor money: OPTZ or EBI?
Year-to-date, the OPTZ ETF saw +$6M in flows, compared to +$5M for EBI.
Which ETF is more volatile: OPTZ or EBI?
Over the past year, OPTZ had a volatility of 22.78%, while EBI experienced 18.62%.
Which ETF is bigger: OPTZ or EBI?
As of March 12, 2026, OPTZ holds $208.50 M in assets under management (AUM), while EBI manages $590.40 M.
What sectors do the OPTZ and EBI ETFs invest in?
OPTZ leans toward sectors like Information Technology, Consumer Discretionary and Health Care. Meanwhile, EBI focuses on Information Technology, Financials and Consumer Discretionary.
What are the top holdings of the OPTZ ETF and EBI ETF?
OPTZ top holdings include MICRON TECHNOLOGY, LUMENTUM HOLDINGS and WARNER BROS. DISCOVERY. EBI holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: OPTZ or EBI?
OPTZ holds 348 securities with 18.21% of its assets in the top 15. EBI has 2453 securities and a top 15 weight of 30.22%.
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