Optimal Tax’s Total Funds
1Y1 funds · […] made money
Unsorted 1$73.9M · 100%
Optimal Tax ETFs · past-year returns · as of Nov 4, 2026 · one tile per fund, grouped by category, largest first
Optimal Tax’s Total Holdings
Today$73.9Min 1 funds · 1 categories
CategoryFundsAssets ▼Share
Unsorted1$73.9M100%
Optimal Tax ETFs · current holdings · as of Nov 4, 2026
Optimal Tax’s Share of the ETF Market
Today0%of all US ETF AUM is in Optimal Tax funds
$73.9M of $16.40T · 1 of 5,803
$73.9M of $16.40T · 1 of 5,803
Optimal Tax’s AUMEveryone elseNo Optimal Tax funds · 8 bucketsTile size = the bucket’s total AUM
Optimal Tax ETFs · current AUM · as of Nov 4, 2026 · tile size = the bucket’s total AUM
Top 10 Optimal Tax ETFs
Today$73.9M · 100% of $73.9M
Optimal Tax ETFs · 1 of 1 by assets · as of Nov 4, 2026
Optimal Tax’s Best ETFs
1YNo Optimal Tax fund has a full year yet.
Optimal Tax ETFs · past-year returns · as of Nov 4, 2026
Optimal Tax’s 1-Year Record
1YNo Optimal Tax fund has a full year yet.
Optimal Tax ETFs · past-year returns · as of Nov 4, 2026
Optimal Tax vs iShares
1Y[…]Money made$381B
$73.9MAssets$4.63T
$428KFees earned$7.5B
[…]Win %80%
[…]Typical return+8.8%
$0.58Fee per $100$0.16
1Funds482
1Launches 202621
1–0iShares wins
Optimal Tax and iShares ETFs · past-year results · as of Nov 4, 2026 · each pair scaled to its larger value
Optimal Tax’s ETF Launches
20261in 20261in 12 months
Aug 251 fund
Managed Equity
End-of-day Nov 4, 2026