Today
VOO−4.4%IVV−4.4%SPY−4.4%VTI−4.4%QQQ−6.5%VUG−5.5%VEA−3.7%IEFA−3.0%VTV−3.1%SPYM−4.4%VXUS−3.7%BND+0.2%VGT−7.3%IEMG−5.6%AGG+0.2%GLD+0.8%VWO−3.6%IJH−3.9%SCHD−2.2%SGOV+0.0%XLK−8.0%IWF−6.4%VIG−3.3%QQQM−6.3%RSP−2.9%IJR−3.8%VO−3.5%ITOT−4.4%DFAC−4.0%IWD−2.6%
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OTAX vs S&P 500

YTD$46.44 · −4.8% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
−5%0%−7.1%S&P 500 −4.0%Aug 25, 2026Nov 5, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−4.8%−8.4%—————−7.1%
Peer average————————
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
Optimal Tax OTAX and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
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Cards for This View

OTAX’s Top 10 Holdings

Today
37.7%of OTAX sits in these 10
1RECSColumbia Research Enhanced Core ETF8.25%
2AAPLApple5.13%
3NVDANvidia4.85%
4MSFTMicrosoft4.35%
5VOOVanguard S&P 500 ETF3.14%
6TSMTaiwan Semiconductor Manufacturing2.79%
7AMZNAmazon2.77%
8PANWPalo Alto Networks2.22%
9SNOWSnowflake2.18%
10AVGOBroadcom1.97%
Optimal Tax OTAX · weight in the fund · as of Nov 5, 2026
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OTAX’s Holdings

Today
TechnologyFinancial ServicesConsumer CyclicalHealthcareCommunication Services
Optimal Tax OTAX · 99 holdings · tile size = share of the fund · as of Nov 5, 2026
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OTAX vs Peer Average

YTD
OTAXAvsBPeer average
1D−4.8%[…]
1M−8.4%[…]
0–0level
0 peers · each row scaled to its leader
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