Market Cap: 8T Total Funds: 2035 Increased Funds: 1553 Decreased Funds: 444

Optimal Tax Managed Equity ETF


Empirical Finance LLC OTAX ETF
OTAX Price$50.9 Market Cap$72.16M
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$17.03K
Portfolio Management Company
Empirical Finance LLC
Discount/Premium to NAV0.11%
Inception DateAug 25, 2026 Market Cap Rank3080
Monthly AUM Growth22.36% 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 premiumed at 0.11%. While the total value of the fund shows $13.19M increase compared to the previous month, its price is traded daily at a increase of 0.79%. 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 $17.03K, has experienced a $14.93M cash inflow in the last month. In addition, Optimal Tax Managed Equity ETF's 3-month net asset value total return is 1.27%.

OTAX ETF Returns

Daily Weekly Monthly 3 Mo 6 Mo YTD Yearly
0.79% 0.99% 1.80% 1.70% 1.70% 1.70% 1.70%

OTAX ETF NAV Total Return

Monthly 3 Mo YTD Yearly 3 Years 5 Years
0.52% 1.27% 0.00% 0.00% 0.00% 0.00%

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OTAX ETF NAV Growth Chart

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