OTAX vs S&P 500
YTD$48.81 · +0.7% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.7%−4.3%—————−2.4%
Peer average————————
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Optimal Tax OTAX and Vanguard VOO · total return, dividends in · as of Nov 5, 2026