OPTZ vs SPYM

AOPTZ

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,537SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.02%SPYM · $102 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common22.8%OPTZ and SPYM

OPTZ

SPYM

Optimize Strategy Index ETF · $257MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,134+21.9%

[…]5 years · per year[…] · $17,537+11.9%

0.25%Expense ratio$25 · $2 on $10k · lower wins0.02%

0.47%12-mo yield$47 · $102 on $10k1.02%

−16.5%Worst dropSmaller wins

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.2B
2	AOPTZ	Optimize Strategy Index ETFRead Desk		0.25%	0.47%	+2.2%	+23.6%	+26.6%	new	new	−16.5%	$257M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.2B
2	AOPTZ	Optimize Strategy Index ETFRead Desk		0.25%	0.47%	+2.2%	+23.6%	+26.6%	new	new	−16.5%	$257M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OPTZ vs SPYM

OPTZ

Optimize Strategy Index

[…]

SPYM

SPDR Portfolio S&P 500

$17,537

MeasureOPTZSPYM

Fee0.25%0.02%

Cost on $10k a year$25$2

Yield0.47%1.02%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−16.5%−8.9%

Volatility · 1Y23.6%13.7%

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OPTZ vs SPYM

Both

Both

$10,000 in OPTZ, SPYM

Overlap: OPTZ, SPYM

OPTZ vs SPYM

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Overlap: OPTZ, SPYM

Income After Fees on $10,000