Today
VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%XLK+1.5%SGOV+0.0%IWF+1.3%VIG−0.4%QQQM+1.3%RSP−0.4%IJR+0.1%VO−0.1%ITOT+0.4%DFAC+0.2%BNDX+0.1%
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OTAX vs S&P 500

YTD$46.85 · +0.9% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ S&P 500+ Add a fund
−5%0%−6.3%S&P 500 −3.7%Aug 25, 2026Nov 6, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.9%−7.2%—————−6.3%
Peer average————————
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Optimal Tax OTAX and Vanguard VOO · total return, dividends in · as of Nov 7, 2026
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Cards for This View

OTAX’s Top 10 Holdings

Today
37.4%of OTAX sits in these 10
1RECSColumbia Research Enhanced Core ETF8.24%
2AAPLApple5.34%
3NVDANvidia4.65%
4MSFTMicrosoft4.43%
5VOOVanguard S&P 500 ETF3.12%
6AMZNAmazon2.86%
7TSMTaiwan Semiconductor Manufacturing2.58%
8SNOWSnowflake2.13%
9PANWPalo Alto Networks2.12%
10MRKMerck &1.91%
Optimal Tax OTAX · weight in the fund · as of Nov 6, 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 6, 2026
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OTAX vs Peer Average

YTD
OTAXAvsBPeer average
1D+0.9%[…]
1M−7.2%[…]
0–0level
0 peers · each row scaled to its leader
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