Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.3%QQQ+0.6%VUG+1.0%VEA−0.3%IEFA−0.6%SPYM+0.3%VTV−0.4%VXUS−0.4%BND−0.2%VGT+1.3%IEMG−0.1%AGG−0.2%GLD−0.7%VWO−0.6%IJH+0.3%SCHD−1.0%IWF+1.0%SGOV+0.0%XLK+1.3%VIG−0.3%IJR−0.3%QQQM+0.6%VO+0.0%RSP−0.3%ITOT+0.3%DFAC+0.1%IWD−0.3%
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OTAX vs S&P 500

YTD$48.49 · +0.3% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
−2%0%+2%−3.0%S&P 500 −1.2%Aug 25, 2026Nov 3, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.3%−4.5%—————−3.0%
Peer average————————
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Optimal Tax OTAX and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
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Cards for This View

OTAX’s Top 10 Holdings

Today
37.3%of OTAX sits in these 10
1RECSColumbia Research Enhanced Core ETF8.23%
2AAPLApple5.03%
3NVDANvidia4.96%
4MSFTMicrosoft4.02%
5VOOVanguard S&P 500 ETF3.12%
6TSMTaiwan Semiconductor Manufacturing2.84%
7AMZNAmazon2.59%
8PANWPalo Alto Networks2.28%
9SNOWSnowflake2.21%
10AVGOBroadcom1.98%
Optimal Tax OTAX · weight in the fund · as of Nov 3, 2026
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OTAX’s Holdings

Today
TechnologyFinancial ServicesConsumer CyclicalHealthcareCommunication Services
Optimal Tax OTAX · 0 holdings · tile size = share of the fund · as of Nov 3, 2026
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OTAX vs Peer Average

YTD
OTAXAvsBPeer average
1D+0.3%[…]
1M−4.5%[…]
0–0level
0 peers · each row scaled to its leader
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