OPTZ vs GLO
Comparison between OPTIMIZE STRATEGY INDEX ETF (OPTZ, ETF) and Clough Global Opportunities Fund. (GLO, ETF).
OPTZ vs GLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OPTZ
$285M
GLO
$285M
Expense Ratio
OPTZ
0.25%
GLO
N/A
Max Drawdown
Winner
OPTZ
25.98%
GLO
79.67%
Sharpe Ratio
Winner
OPTZ
1.73
GLO
1.16
5Y Beta
OPTZ
1.19
Winner
GLO
0.75
P/E Ratio
OPTZ
41.80
GLO
N/A
Forward P/E
OPTZ
14.34
GLO
N/A
5Y Dividends CAGR
OPTZ
N/A
GLO
-10.69%
5Y EPS CAGR
OPTZ
23.90%
GLO
N/A
Debt to Equity
OPTZ
21.49%
GLO
N/A
P/S Ratio
OPTZ
1.59
GLO
N/A
P/B Ratio
OPTZ
4.37
GLO
N/A
OPTZ vs GLO - Historical Returns
Returns include dividend reinvestment.
1M
OPTZ
-6.32%
Winner
GLO
-1.11%
3M
Winner
OPTZ
+11.53%
GLO
+4.59%
6M
Winner
OPTZ
+22.24%
GLO
+5.96%
1Y
Winner
OPTZ
+45.84%
GLO
+21.36%
5Y(CAGR)
OPTZ
N/A
GLO
-2.60%
10Y(CAGR)
OPTZ
N/A
GLO
+7.12%
Max(CAGR)
Winner
OPTZ
+31.28%
GLO
+4.44%
OPTZ vs GLO - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | OPTZ | GLO |
|---|---|---|
| 2026 | +27.38% | +9.75% |
| 2025 | +22.56% | +24.49% |
| 2024 | +16.81% | +23.14% |
| 2023 | N/A | +3.30% |
| 2022 | N/A | -45.57% |
| 2021 | N/A | +6.66% |
| 2020 | N/A | +31.79% |
| 2019 | N/A | +25.33% |
| 2018 | N/A | -16.44% |
| 2017 | N/A | +35.75% |
| 2016 | N/A | -1.84% |
| 2015 | N/A | -9.49% |
| 2014 | N/A | +11.62% |
| 2013 | N/A | +18.10% |
| 2012 | N/A | +19.84% |
| 2011 | N/A | -15.22% |
| 2010 | N/A | +10.71% |
| 2009 | N/A | +48.07% |
| 2008 | N/A | -46.95% |
| 2007 | N/A | +11.99% |
| 2006 | N/A | -6.80% |
OPTZ vs GLO Drawdown Comparison
The maximum drawdown for OPTZ was -25.75%, occurring on Apr 8, 2025. Recovery took 152 trading sessions.
The maximum drawdown for GLO was -60.53%, occurring on Nov 20, 2008. Recovery took 1160 trading sessions.
The current OPTZ drawdown is -7.07%. The current GLO drawdown is -19.51%.
| Rank | OPTZ | GLO |
|---|---|---|
| #1 | -25.75% Dec 4, 2024 - Jul 17, 2025 | -60.53% Jun 5, 2008 - Jan 14, 2013 |
| #2 | -10.63% Mar 2, 2026 - Apr 9, 2026 | -58.44% Nov 8, 2021 - Oct 27, 2023 |
| #3 | -10.09% Jun 30, 2026 - Jul 20, 2026 | -44.43% Feb 21, 2020 - Aug 5, 2020 |
| #4 | -9.01% Jul 16, 2024 - Sep 19, 2024 | -30.06% Sep 4, 2018 - Jan 14, 2020 |
| #5 | -7.35% Oct 27, 2025 - Dec 3, 2025 | -25.75% Apr 15, 2015 - Apr 10, 2017 |
| #6 | -5.62% Jun 3, 2026 - Jun 12, 2026 | -14.96% May 12, 2006 - Dec 24, 2007 |
| #7 | -4.32% Nov 11, 2024 - Nov 25, 2024 | -14.13% Jan 3, 2008 - May 8, 2008 |
| #8 | -4.25% May 11, 2026 - May 22, 2026 | -11.76% Jul 1, 2014 - Dec 31, 2014 |
| #9 | -4.08% Oct 6, 2025 - Oct 24, 2025 | -10.61% Oct 13, 2020 - Nov 16, 2020 |
| #10 | -3.46% Jun 22, 2026 - Jun 30, 2026 | -9.64% May 3, 2021 - Jun 29, 2021 |
| #11 | -3.40% Jul 28, 2025 - Aug 8, 2025 | -8.07% Nov 10, 2017 - Jan 23, 2018 |
| #12 | -2.97% Dec 11, 2025 - Jan 6, 2026 | -8.00% May 20, 2013 - Dec 23, 2013 |
| #13 | -2.64% Aug 13, 2025 - Aug 26, 2025 | -7.53% Aug 16, 2021 - Oct 28, 2021 |
| #14 | -2.42% Aug 28, 2025 - Sep 11, 2025 | -7.10% Jan 29, 2018 - Jun 6, 2018 |
| #15 | -2.25% Apr 24, 2026 - Apr 30, 2026 | -6.94% Jun 29, 2021 - Aug 5, 2021 |
Correlation
Correlation between OPTZ and GLO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
OPTZ vs GLO dividend yield comparison.
| Year | OPTZ | GLO |
|---|---|---|
| 2026 | 0.00% | 6.40% |
| 2025 | 0.58% | 10.62% |
| 2024 | 0.32% | 11.25% |
| 2023 | 0.00% | 12.33% |
| 2022 | 0.00% | 22.32% |
| 2021 | 0.00% | 12.26% |
| 2020 | 0.00% | 9.69% |
| 2019 | 0.00% | 11.12% |
| 2018 | 0.00% | 14.48% |
| 2017 | 0.00% | 10.11% |
| 2016 | 0.00% | 12.63% |
| 2015 | 0.00% | 11.49% |
| 2014 | 0.00% | 11.00% |
| 2013 | 0.00% | 8.26% |
| 2012 | 0.00% | 9.20% |
| 2011 | 0.00% | 10.22% |
| 2010 | 0.00% | 8.03% |
| 2009 | 0.00% | 7.69% |
| 2008 | 0.00% | 16.35% |
| 2007 | 0.00% | 8.12% |
| 2006 | 0.00% | 3.30% |
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