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OPTZVOO
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OPTZ vs S&P 500

YTD$43.86 · +0.8% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ S&P 500+ Add a fund
0%+20%+21.7%S&P 500 +11.5%Dec 31, 2025Nov 3, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.8%−5.4%−6.2%+21.7%+25.5%——+74.7%
Peer average————————
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Optz Fund OPTZ and Vanguard VOO · total return, dividends in · as of Nov 4, 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%
2SNPSSynopsys1.38%
3ROPRoper Technologies1.37%
4TXNTexas Instruments1.36%
5ADIAnalog Devices1.33%
6NXPINXP Semiconductors1.32%
7CDNSCadence Design Systems1.31%
8TDYTeledyne Technologies1.26%
9MSFTMicrosoft1.18%
10MPWRMonolithic Power Systems1.18%
Optz Fund OPTZ · weight in the fund · as of Nov 3, 2026
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OPTZ vs Peer Average

YTD
OPTZAvsBPeer average
1D+0.8%[…]
1M−5.4%[…]
3M−6.2%[…]
YTD+21.7%[…]
1Y+25.5%[…]
0–0level
0 peers · each row scaled to its leader
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