ETFs most similar to OPTZ
The funds whose holdings overlap Optimize Strategy Index ETF the most, by weight. as of Jun 30, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with OPTZ | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| OPTZOptimize Strategy Index ETF | Large Cap Blend | — | 0.25% | $271M | +29.6% | 0.46% | |
| IQMFranklin Intelligent Machines ETF | AI & Robotics | 27% | 0.50% | $89M | +22.7% | — | side by side |
| FTCFirst Trust Large Cap Growth AlphaDEX Fund (based on the Defined Large Cap Growth Index--symbol DEFILGOI) | Multi-Factor | 26% | 0.58% | $1.4B | +11.9% | 0.11% | side by side |
| RPGInvesco S&P 500 Pure Growth ETF | Large Cap Growth | 26% | 0.35% | $2.0B | +23.5% | 0.14% | side by side |
| QTECFirst Trust NASDAQ-100 Technology Index Fund | Technology | 26% | 0.55% | $4.1B | +39.5% | 0.01% | side by side |
| JMOMJPMorgan U.S. Momentum Factor ETF | Momentum | 25% | 0.12% | $2.8B | +24.8% | 0.73% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.