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Optimal Tax

1M record: 0–1
Made money: 0%
Money made: −$2.8M
Typical return: −3.6%

At a glance · 1 month · Oct 13, 2026 – Nov 13, 2026

Optimal Tax’s Total Funds

1M

1 funds · 0% made money

Unsorted 1$74.6M · 100%

OTAX−3.6%

Optimal Tax ETFs · past-month returns · as of Nov 13, 2026 · one tile per fund, grouped by category, largest first

−0.1%

IWD+0.2%

Search ETFs and stocks

Portfolio

Funds

1 month

1

96th most of 96

AssetsMoney invested$74.6M<1% of all ETF money

Win %1 month0%0 of 1 · all 40%

Money made1 month−$2.8M18th most of 96 issuers

Typical return1 month−3.6%Middle fund · all −0.7%

Hot streakWeekly—Weekly scores not in yet

Fee per $100Each year$0.5856th lowest of 96

Launches202611 in 12 months

Data as of Nov 13, 2026 · a scoreboard, not advice

Optimal Tax’s Total Holdings

Today

$74.6Min 1 funds · 1 categories

CategoryFundsAssets ▼Share

Unsorted1$74.6M100%

Optimal Tax ETFs · current holdings · as of Nov 13, 2026

Optimal Tax’s Share of the ETF Market

Today

0%of all US ETF AUM is in Optimal Tax funds
$74.6M of $16.43T · 1 of 5,774

Low-Cost Core

$4.94T

US Stock Styles

$3.18T

Bonds & Cash

$2.63T

International

$2.29T

Income

$1.02T

Sectors

$964B

Commodities

$379B

Thematic

$374B

6 more$644B

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 13, 2026 · tile size = the bucket’s total AUM

Top 10 Optimal Tax ETFs

Today

$74.6M · 100% of $74.6M

1OTAXManaged Equity$74.6M

Optimal Tax ETFs · 1 of 1 by assets · as of Nov 13, 2026

Optimal Tax’s Best ETFs

1M

−3.6%OTAX, the Managed Equity fund, led all 1

1OTAXManaged Equity−3.6%

Optimal Tax ETFs · past-month returns · as of Nov 13, 2026

Optimal Tax’s 1-Month Record

1M

0–1made money · lost
1 of 1 funds have a full month

0% made moneyAll ETFs 40%

Typical returnMiddle fund

Optimal Tax−3.6%

All ETFs−0.7%

Best fundOTAX −3.6%

Worst fundOTAX −3.6%

Money made for investors−$2.8M · 273rd of 497 issuers

Optimal Tax ETFs · past-month returns · as of Nov 13, 2026

Optimal Tax vs SPDR

1M

Optimal Tax1 funds · 18th by money made

vs

SPDRState Street · 187 funds

−$2.8MMoney made−$40.6B

$74.6MAssets$2.14T

$432KFees earned$2.5B

0%Win %56%

−3.6%Typical return+0.2%

$0.58Fee per $100$0.12

1Funds187

1Launches 202616

3–1SPDR wins

Optimal Tax and SPDR ETFs · past-month results · as of Nov 13, 2026 · each pair scaled to its larger value

Optimal Tax’s ETF Launches

2026

1in 20261in 12 months

Aug 251 fund

Managed Equity

OTAX

End-of-day Nov 13, 2026

·

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