Loading issuers…
VTI▼ −0.4%VOO▼ −0.5%IVV▼ −0.5%SPY▼ −0.5%VXUS▲ +0.3%QQQ▼ −1.4%VUG▼ −1.2%BND▼ −0.3%VEA▲ +0.2%VTV▲ +0.2%VO▲ +0.2%IEFA▲ +0.3%SPYM▼ −0.5%VGT▼ −2.7%VB▲ +0.6%VWO▲ +0.3%IEMG▲ +0.2%AGG▼ −0.2%GLD▲ +1.6%VIG▲ +0.2%XLK▼ −2.9%IJH▲ +0.8%BNDX▼ −0.1%SCHD▲ +0.3%IWF▼ −1.2%SGOV▼ −0.3%QQQM▼ −1.4%IJR▲ +0.8%VT▼ −0.1%RSP▲ +0.8%
Optimal Tax and Themes, side by side.
The past 5 years, all their funds · Data as of Nov 3, 2026
Tale of the tape
OPTIMAL TAX LEADS0of 1 matchups called
Tale of the tape 5Y · lower fee wins
1Fundsin total11
0–0Made moneymade–lost, 5 years0–0
—Win %funds that made money—