OPTZ vs PSQO
Comparison between OPTIMIZE STRATEGY INDEX ETF (OPTZ, ETF) and Palmer Square Credit Opportunities ETF (PSQO, ETF).
OPTZ vs PSQO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OPTZ
$242M
Winner
PSQO
$242M
Expense Ratio
Winner
OPTZ
0.25%
PSQO
0.52%
Max Drawdown
OPTZ
25.98%
Winner
PSQO
1.99%
Sharpe Ratio
Winner
OPTZ
2.15
PSQO
1.25
5Y Beta
OPTZ
1.16
Winner
PSQO
0.02
P/E Ratio
OPTZ
41.28
PSQO
N/A
Forward P/E
OPTZ
14.20
PSQO
N/A
5Y EPS CAGR
OPTZ
17.68%
PSQO
N/A
Debt to Equity
OPTZ
22.83%
PSQO
N/A
P/S Ratio
OPTZ
1.52
PSQO
N/A
P/B Ratio
OPTZ
3.82
PSQO
N/A
OPTZ vs PSQO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OPTZ
+4.31%
PSQO
+0.39%
3M
Winner
OPTZ
+18.19%
PSQO
+1.53%
6M
Winner
OPTZ
+24.28%
PSQO
+2.11%
1Y
Winner
OPTZ
+53.22%
PSQO
+5.56%
Max(CAGR)
Winner
OPTZ
+31.45%
PSQO
+6.18%
OPTZ vs PSQO - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | OPTZ | PSQO |
|---|---|---|
| 2026 | +23.43% | +1.63% |
| 2025 | +22.56% | +6.94% |
| 2024 | +16.81% | +1.96% |
OPTZ vs PSQO Drawdown Comparison
The maximum drawdown for OPTZ was -25.75%, occurring on Apr 8, 2025. Recovery took 152 trading sessions.
The maximum drawdown for PSQO was -0.76%, occurring on Apr 11, 2025. Recovery took 21 trading sessions.
The current OPTZ drawdown is -5.46%. The current PSQO drawdown is -0.17%.
| Rank | OPTZ | PSQO |
|---|---|---|
| #1 | -25.75% Dec 4, 2024 - Jul 17, 2025 | -0.76% Mar 31, 2025 - Apr 30, 2025 |
| #2 | -10.63% Mar 2, 2026 - Apr 9, 2026 | -0.66% Feb 11, 2026 - Apr 7, 2026 |
| #3 | -9.01% Jul 16, 2024 - Sep 19, 2024 | -0.59% Oct 28, 2024 - Nov 29, 2024 |
| #4 | -7.35% Oct 27, 2025 - Dec 3, 2025 | -0.54% Oct 21, 2024 - Oct 28, 2024 |
| #5 | -5.46% Jun 3, 2026 - Jun 5, 2026 | -0.44% Oct 10, 2024 - Oct 21, 2024 |
| #6 | -4.32% Nov 11, 2024 - Nov 25, 2024 | -0.36% Sep 13, 2024 - Sep 20, 2024 |
| #7 | -4.25% May 11, 2026 - May 22, 2026 | -0.30% Feb 10, 2025 - Feb 21, 2025 |
| #8 | -4.08% Oct 6, 2025 - Oct 24, 2025 | -0.29% Mar 6, 2025 - Mar 31, 2025 |
| #9 | -3.40% Jul 28, 2025 - Aug 8, 2025 | -0.29% Oct 2, 2025 - Oct 16, 2025 |
| #10 | -2.97% Dec 11, 2025 - Jan 6, 2026 | -0.27% Oct 2, 2024 - Oct 8, 2024 |
| #11 | -2.64% Aug 13, 2025 - Aug 26, 2025 | -0.27% Jan 30, 2025 - Feb 10, 2025 |
| #12 | -2.42% Aug 28, 2025 - Sep 11, 2025 | -0.26% Sep 20, 2024 - Sep 30, 2024 |
| #13 | -2.25% Apr 24, 2026 - Apr 30, 2026 | -0.24% Feb 24, 2025 - Mar 6, 2025 |
| #14 | -2.24% Jan 22, 2026 - Feb 6, 2026 | -0.23% Oct 28, 2025 - Nov 12, 2025 |
| #15 | -2.21% Oct 29, 2024 - Nov 6, 2024 | -0.22% Sep 5, 2025 - Sep 18, 2025 |
Correlation
Correlation between OPTZ and PSQO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2024 - 2026)
OPTZ vs PSQO dividend yield comparison.
| Year | OPTZ | PSQO |
|---|---|---|
| 2026 | 0.00% | 0.69% |
| 2025 | 0.58% | 4.45% |
| 2024 | 0.32% | 1.40% |
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