OPTZ:NASDAQOptimize Strategy Index ETF analysis
Data as of Oct 14, 2026 - not real-time
- Latest price
- $45.37
- Risk: medium
- 6/10Medium risk
Summary
At $45.37, Optimize Strategy Index ETF shows no decisive moving-average alignment, leaving the trend neutral. RSI sits at 46.9, which reads as neutral, and MACD momentum is bullish. Recent trading has carved out support near $43.80 and resistance around $46.59.
The 0.25% expense ratio is competitive for its category, and the fund manages $265.0M in assets.
Risk comes out at 6 of a possible 10, a elevated reading. With 30-day volatility of 16.5%, a beta of 1.39 and a maximum drawdown of 13.4%, position sizing matters here. Thin trading volumes mean execution costs can be material on larger orders. The wider market backdrop reads extreme greed at 94 on the fear-greed composite.
Near-term and long-term part ways here — buy short-term against hold longer out, with 3/10 conviction on the long call.
The 0.25% expense ratio is competitive for its category, and the fund manages $265.0M in assets.
Risk comes out at 6 of a possible 10, a elevated reading. With 30-day volatility of 16.5%, a beta of 1.39 and a maximum drawdown of 13.4%, position sizing matters here. Thin trading volumes mean execution costs can be material on larger orders. The wider market backdrop reads extreme greed at 94 on the fear-greed composite.
Near-term and long-term part ways here — buy short-term against hold longer out, with 3/10 conviction on the long call.
Top market events
- Morningstar%2c Inc.2yOptimize Strategy Index ETFThe investment seeks to track the total return performance, before fees...
Market outlook
Short term
< 1 yearPositive
Model confidence4/104 out of 10
Key factors
- Trading above the 200-day average of 42.49
- MACD momentum is positive
- Thin trading liquidity raises execution risk
Medium term
1–3 yearsNeutral
Model confidence4/104 out of 10
Key factors
- Trading above the 200-day average of 42.49
- MACD momentum is positive
- Thin trading liquidity raises execution risk
Long term
> 3 yearsNeutral
Model confidence3/103 out of 10
Key factors
- Thin trading liquidity raises execution risk
- 30-day volatility of 16.5%
- Beta of 1.39 versus the benchmark
Key metrics
Fund metrics
Expense Ratio0.25%
AUM$265.0M
Inception Date2024-04-22
Avg Daily Volume7,670
Premium/Discount0.00%
Tracking Error0.00%
Dividend Yield0.47%
Technical analysis
TrendNeutral
RSI46.9
Support$43.80
Resistance$46.59
MA 20$45.54
MA 50$45.94
MA 200$42.49
MACDBullish
VolumeIncreasing
Fear & Greed Index94.3
Risk assessment
Beta1.39
Volatility16.54%
Sector RiskMedium
Currency RiskLow
Liquidity RiskHigh
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This analysis may contain inaccuracies and is provided for informational and research purposes only. It is not personal investment advice, a recommendation, or an instruction to buy, sell, or hold any asset.