Open an account

Optimal Tax Managed Equity ETF

OTAX · ETF

$48.89−$0.0546 (−0.11%)TodayMarket closed ·
Prev close $48.94

About OTAX

OTAX was created on 2026-08-25 by Optimal. The fund's investment portfolio concentrates primarily on total market equity. OTAX is an actively managed ETF designed to deliver broad US equity market exposure while employing tax-management strategies. Built on a proprietary quality-first framework, US companies are screened for capital efficiency, momentum, value, and quality factors, all with a focus on minimizing unnecessary tax drag.

Issuer
Optimal
Expense ratio
0.58%
Assets under management
$75.91M
Inception
Aug 25, 2026
Asset class
Equity
Website
o.tax

OTAX key statistics

Price-earnings ratio
0.00
Average volume
7.18K
Volume
4.59K
Open price
$48.98
High today
$49.08
Low today
$48.89
52 Week high
$51.21
52 Week low
$48.85

Optimal Tax Managed Equity ETF (OTAX) at a glance

As of Oct 23, 2026, Optimal Tax Managed Equity ETF (OTAX) shares are priced at $48.89, giving the company a price-to-earnings ratio of 0.00.

Today the fund has traded between $48.89 and $49.08. The current price is 0.0% above the day's low and 0.4% below its high.

Volume so far is 4.59K shares, below the average of 7.18K shares a day.

Over the past year Optimal Tax Managed Equity ETF has ranged from $48.85 to $51.21, and now sits 2% of the way up that range.

Most active stocks

Highest trading volume today

Newly listed

Companies that went public in the past six weeks

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.