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OPTZVOO
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OPTZ vs S&P 500

MAX$41.54 · −5.7% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+50%+65.4%S&P 500 +49.5%Apr 23, 2024Nov 5, 2026
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return−5.7%−9.9%−11.3%+15.3%+21.0%——+65.4%
Peer average————————
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
Optz Fund OPTZ and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
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Cards for This View

OPTZ’s Top 10 Holdings

Today
13.2%of OPTZ sits in these 10
1DXCDXC Technology1.47%
2ROPRoper Technologies1.39%
3TXNTexas Instruments1.39%
4SNPSSynopsys1.35%
5NXPINXP Semiconductors1.34%
6CDNSCadence Design Systems1.30%
7ADIAnalog Devices1.29%
8MSFTMicrosoft1.28%
9TDYTeledyne Technologies1.19%
10NCRNCR Voyix1.19%
Optz Fund OPTZ · weight in the fund · as of Nov 5, 2026
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OPTZ vs Peer Average

YTD
OPTZAvsBPeer average
1D−5.7%[…]
1M−9.9%[…]
3M−11.3%[…]
YTD+15.3%[…]
1Y+21.0%[…]
0–0level
0 peers · each row scaled to its leader
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