Market Cap: 9.89T Total Funds: 2040 Increased Funds: 1708 Decreased Funds: 322

Optimal Tax Managed Equity ETF


Empirical Finance LLC OTAX ETF
OTAX Price$50.6742 Market Cap$41.75M
Annual Dividend Yield0.00% Annual Dividend$0.00
Yearly Management Fee0.58% Asset ClassEquity
FocusTotal market CategorySize And Style, Total Market
NicheBroad-based Last 24h Volume$24
Portfolio Management Company
Empirical Finance LLC
Discount/Premium to NAV-0.09%
Inception DateAug 25, 2026 Market Cap Rank3570
Monthly AUM Growth0.00% Holdings RegionNorth America
Management StyleActive LeverageNon-Leveraged
Optimal Tax Managed Equity ETF is an ETF issued by Empirical Finance LLC on Aug 25 2026. The main focus of this ETF, which is in the "Equity" asset class, is determined as "Total market". As of today, the price of OTAX ETF according to its net asset value is discounted at -0.09%. While the total value of the fund shows $0 decrease compared to the previous month, its price is traded daily at a increase of 1.37%. The annual dividend yield of OTAX ETF is 0.00%, whereas its main asset area is North America. OTAX ETF, whose 24-hour total volume is $24, has experienced a $0 cash outflow in the last month. In addition, Optimal Tax Managed Equity ETF's net asset value total return is 0.00%.

OTAX ETF Returns

Daily Weekly Monthly 3 Mo 6 Mo YTD Yearly
1.37% 1.25% 1.25% 1.25% 1.25% 1.25% 1.25%

OTAX ETF NAV Total Return

Monthly 3 Mo YTD Yearly 3 Years 5 Years
0.00% 0.00% 0.00% 0.00% 0.00% 0.00%

OTAX ETF Price Chart

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OTAX ETF NAV Growth Chart

OTAX ETF Comments

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