OPTZ: Strong Returns, GARP Tilt, But Prone To Deep Drawdowns, A Hold
The Optimize Strategy Index ETF is a passively managed vehicle tracking the Optimize Strategy Index. Since April 2024, OPTZ has solidly beaten IVV, as well as IJR and IJH, delivering 138.7% upside capture from May 2024–April 2026. With 333 equities in the portfolio and over 50% allocated to IT, OPTZ has excellently balanced value and growth, sporting a GARP tilt manifested in a 0.76 WA PEG ratio.