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%, sectors including Information Technology, Financials, Communication Services. Inception date: 2026-08-25.
OTAX performance shows data across multiple time periods..
OTAX top holdings include Columbia Research Enhanced Core Etf (9.0%), Invesco S&P 500 Equal Weight Etf (Rsp) (7.9%), Nvidia Corp (5.1%), Apple, Inc (4.7%), Microsoft Corp (3.8%). 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.