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Posted by
Two Blokes Apr 18 -
Filed in
Stock
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6 views
Optimize Strategy Index ETF on just four metrics. Its ER is 0.50% and the ETF has $143 million in AUM. Its GARP features are excellent. OPTZ trades at just 14.77x forward earnings but offers nearly twice the estimated earnings growth of FNDB, Schwab's fundamentals-based all-cap factor fund. Quality is slightly lacking, which I attributed to assigning greater weight to less-profitable small-cap stocks. Through it weighting scheme choice, Optimize Financial seems biased in favor of tech stocks.
