Loading issuers…
VTI▼ −0.2%VOO▼ −0.4%IVV▼ −0.3%SPY▼ −0.4%VXUS▼ −0.1%QQQ▼ −1.4%VUG▼ −1.3%BND▲ +0.3%VEA▲ +0.2%VTV▲ +0.9%VO▲ +0.8%IEFA▲ +0.6%SPYM▼ −0.3%VGT▼ −1.1%VB▲ +1.3%VWO▼ −0.7%IEMG▼ −1.3%AGG▲ +0.3%GLD▼ −1.3%VIG▲ +1.3%XLK▼ −1.2%IJH▲ +1.2%IWF▼ −1.5%BNDX▲ +0.1%SCHD▲ +1.5%SGOV▲ +0.0%QQQM▼ −1.4%IJR▲ +1.6%RSP▲ +1.2%VT▼ −0.2%
Optimal Tax and Stone Ridge, side by side.
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape
OPTIMAL TAX LEADS0of 1 matchups called
Tale of the tape 1Y · lower fee wins
1Fundsin total12
0–0Made moneymade–lost, 1 year2–10
—Win %funds that made money17%
—Money madefor investors, 1 year−$2M
—Typical returnmiddle fund, 1 year−4.8%
1Launchesnew funds in 20260
$76MAssetsmoney invested$69M
$0.58Fee per $100paid each year · lower wins$0.25
STONE RIDGE LEADS1of 1 matchups called
- Fee per $100
Optimal Tax and Stone Ridge do not run funds in any of the same categories.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.