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Posted by
Two Blokes Apr 17 -
Filed in
Stock
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5 views
I am skeptical of ETFs with passive strategies that charge high fees, like Optimize Strategy Index ETF, which struggles to deliver alpha in tough markets. OPTZ uses quantitative criteria to select innovative American companies, but has a high 0.50% expense ratio, which is concerning for a passive fund. The fund outperformed the S&P 500 in a bullish market but suffered during market shocks, making it risky in the current volatile environment.