Optimal Tax ETFs: where it plays

Where Optimal Tax Plays

Today

0%of all US ETF AUM is in Optimal Tax funds
$73.9M of $16.40T · 1 of 5,803

Low-Cost Core

$4.91T

US Stock Styles

$3.16T

Bonds & Cash

$2.63T

International

$2.28T

Income

$1.01T

Sectors

$964B

Thematic

$388B

Commodities

$383B

6 more$674B

0%of 6 more AUM

Optimal Tax’s AUMEveryone elseNo Optimal Tax funds · 8 bucketsTile size = the bucket’s total AUM

Optimal Tax ETFs · current AUM · as of Nov 5, 2026 · tile size = the bucket’s total AUM

Today

BucketOptimal Tax’s share of AUMShareAUMFunds

Optimal TaxEveryone elseHalf the bucket

Optimal Tax ETFs · current holdings · as of Nov 5, 2026 · sorted by share

Funds1 of 5,803

AUM$73.9M of $16.40T

Money made[…] of $1.66T

[…]

Fees earned$428K of $29.5B

AUM per fundOptimal Tax $73.9M · all US ETFs $2.8B

Optimal Tax ETFs · past year · as of Nov 5, 2026