OTAX ETF
Optimal Tax Managed Equity ETF
OTAX ETF Overview
OTAX ETF (Optimal Tax Managed Equity ETF) is managed by Optimal Tax Asset Management, Inc. with $72.2M in net assets. OTAX expense ratio is 0.58%, holding 238 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2026-08-25.
OTAX performance shows data across multiple time periods..
OTAX top holdings include Columbia Research Enhanced Core Etf (8.5%), Nvidia Corp (5.1%), Apple Inc (4.8%), Microsoft Corp (4.1%), Vanguard S&P 500 ETF (3.2%). Go to all OTAX holdings, OTAX sectors, or OTAX dividends.
OTAX can be compared against other funds. Use OTAX overlap to find shared positions, or OTAX vs another fund for a side-by-side view. OTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.