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VOO+0.3%IVV+0.3%SPY+0.3%VTI+0.4%QQQ+1.4%VUG+0.9%VEA−0.4%IEFA−0.8%VTV−0.4%SPYM+0.3%VXUS+0.1%BND−0.1%VGT+1.4%IEMG+2.1%AGG−0.1%GLD−0.8%VWO+1.9%IJH+0.6%SCHD−0.7%XLK+1.5%SGOV+0.0%IWF+1.3%VIG−0.4%QQQM+1.3%RSP−0.4%IJR+0.1%VO−0.1%ITOT+0.4%DFAC+0.2%BNDX+0.1%
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Optimal Tax

1Y record
[…]
Made money
[…]
Money made
[…]
Typical return
[…]
At a glance · 1 yearNov 7, 2025 – Nov 7, 2026
Funds1 year1Unsorted 11 category94th most of 94AssetsMoney invested$70.7MOptimal Tax <1%All ETFs $16.31T<1% of all ETF moneyWin %1 year[…]No fund has a full year yetMoney made1 year[…]For the people holding themTypical return1 year[…]Optimal T.All ETFsMiddle fund · all +5.4%Hot streakWeekly—Weekly scores not in yetFee per $100Each year$0.58$0.58All $0.1854th lowest of 94Launches20261JFMAMJJ1ASON1 in 12 months

Data as of Nov 7, 2026 · a scoreboard, not advice

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Fee per $100
$0.58
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Optimal Tax ETFs · our numbers, past year · as of Nov 7, 2026 · disclosures on every post · posts never change a fund’s numbers
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From ETF Tracker

Past 12 months
Today · Sat, Nov 7End-of-day

Optimal Tax’s 1 Largest

Today
UpToday
OTAXManaged Equity+0.9%
DownToday

None of the 1 today.

Optimal Tax ETFs · today’s moves · as of Nov 7, 2026
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Optimal Tax’s Standing

1Y
Money made[…][…]
Fee per $100$0.5854th lowest of 94
Assets$70.7M92nd · 0% of all ETF AUM
Funds194th most of 94
Win %[…]all ETFs 77%
Typical return[…]all ETFs +5.4%
Optimal Tax ETFs · ranks, past year · as of Nov 7, 2026
@TheETFTracker·theetftracker.com
Aug 25, 2026Launch days

Optimal Tax Launches OTAX

2026
New fund · no 1Y yetUnsorted
OTAXOptimal Tax Managed Equity ETF$0.58 per $100 · $70.7M in assets
First tradedAug 25, 2026
1Y record fromAug 25, 2027
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Optimal Tax ETFs · launched Aug 25, 2026 · as of Nov 7, 2026
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Optimal Tax’s Launches by Month

1Y
In 20261
In 12 months1
Optimal Tax ETFs · launches, past year · as of Nov 7, 2026
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