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OPTZvsETHOETF Comparison
Optimize Strategy Index ETF (OPTZ) and Amplify Etho Climate Leadership U.S. ETF (ETHO) 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, ETHO's top sector exposures are Information Technology, Health Care and Industrials. OPTZ is less expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.45% for ETHO. OPTZ is up 3.46% year-to-date (YTD) with +$6M in YTD flows. ETHO performs worse with 2.41% YTD performance, and -$13K in YTD flows. Run a side-by-side ETF comparison of OPTZ and ETHO 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 ETHO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OPTZ ETHO | -3.21%-4.57% | +1.07%-1.16% | +3.46%+2.41% | +39.46%+21.66% | n/a+39.53% | n/a+22.77% |
| Flows | OPTZ ETHO | +$2M-$3M | +$9M-$3M | +$6M-$13K | +$5M-$30M | --$59M | --$12M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OPTZ ETHO | +15.74%+16.91% | +22.66%+22.12% | n/a+18.37% | n/a+20.01% |
| Max drawdown | OPTZ ETHO | -5.00%-6.00% | -16.84%-16.00% | n/a-25.41% | n/a-30.26% |
| Max drawdown duration | OPTZ ETHO | 9d17d | 46d46d | n/a287d | n/a1102d |
OPTZ | ETHO | |
Last sale 3/12/2026 at 1:30 PM | $36.44 | $65.14 |
| Previous close 03/11/2026 | $37.27 | $66.87 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
OPTZ | ETHO | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
OPTZ | ETHO | |
|---|---|---|
| Last price | $36.44 | $65.14 |
| 1D performance | -2.21% | -2.59% |
| AuM | $213.20 M | $157.05 M |
| E/R | 0.25% | 0.45% |
OPTZ | ETHO | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Optimize Financial | Amplify ETFs |
| Benchmark | Optimize Strategy Index | Etho Climate Leadership Index ‐ US |
| N° of holdings | 320 | 303 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 23, 2024 | November 19, 2015 |
| ESG | No | Yes |
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 ETHO ETFs performed in 2026?
As of March 11, 2026, OPTZ is up 3.46% year-to-date (YTD), while ETHO has returned 2.41%. That puts OPTZ better performer ahead so far this year.
Which ETF is attracting more investor money: OPTZ or ETHO?
Year-to-date, the OPTZ ETF saw +$6M in flows, compared to -$13K for ETHO.
Which ETF is more volatile: OPTZ or ETHO?
Over the past year, OPTZ had a volatility of 22.66%, while ETHO experienced 22.12%.
Which ETF is bigger: OPTZ or ETHO?
As of March 11, 2026, OPTZ holds $213.20 M in assets under management (AUM), while ETHO manages $157.05 M.
What sectors do the OPTZ and ETHO ETFs invest in?
OPTZ leans toward sectors like Information Technology, Consumer Discretionary and Health Care. Meanwhile, ETHO focuses on Information Technology, Health Care and Industrials.
What are the top holdings of the OPTZ ETF and ETHO ETF?
OPTZ top holdings include MICRON TECHNOLOGY, LUMENTUM HOLDINGS and WARNER BROS. DISCOVERY. ETHO holds in its top three: BLOOM ENERGY CORP, LUMENTUM HOLDINGS and ARROWHEAD PHARMACEUTICALS INC.
Which ETF is more diversified: OPTZ or ETHO?
OPTZ holds 348 securities with 18.21% of its assets in the top 15. ETHO has 305 securities and a top 15 weight of 14.32%.
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