New

Global ETF Survey Is Live! 600+ ETF Professionals Weigh In. See Results →

Advertisement
Advertisement

OTAXvsETF 2ETF Comparison

ETF 1
OTAX

Optimal Tax Managed Equity ETF

This fund is part of
US Multi-Factor
+0.25%
VS
ETF 2

Choose a second ETF to run a side-by-side ETF comparison with OTAX, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios.  Discover our library of Model portfolios

OTAX performance and flow charts

Performance

-2.0-1.00.01.02.0%Sep 28Oct 5Oct 12Oct 19Oct 26

Cumulative Flows

0 M1 M2 M3 M4 M5 MSep 28Oct 5Oct 12Oct 19Oct 26

Get all the metrics on this page, and more, through a reliable ETF data feed

Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 10/28/2026
1M3MYTD1Y3Y5Y
Perf.
OTAX
ETF 2
-0.22%–
n/a–
n/a–
n/a–
n/a–
n/a–
Flows
OTAX
ETF 2
+$5M–
-–
-–
-–
-–
-–
Volatility and drawdown
3M1Y3Y5Y
Volatility
OTAX
ETF 2
n/a–
n/a–
n/a–
n/a–
Max drawdown
OTAX
ETF 2
n/a–
n/a–
n/a–
n/a–
Max drawdown duration
OTAX
ETF 2
n/a–
n/a–
n/a–
n/a–
Trading data

Create an account to view trading data

Join for free
OTAX
ETF 2
Last sale
10/29/2026 at 2:35 PM
$49.78
–
Previous close
10/28/2026
$49.85
–
Consolidated volume
10/28/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Advertisement
Main metrics
Last update 10/29/2026 at 2:35 PM
Live
Closed
OTAX
ETF 2
Last price
$49.78
–
1D performance
-0.14%
–
AuM$76.07 M–
E/R0.49%–
Characteristics
OTAX
ETF 2
Management strategyActive–
ProviderEA Series Trust–
Benchmark-–
N° of holdings-–
Asset class-–
Trailing 12m distribution yield
Join
Join
Inception dateAugust 26, 2026–
ESGNo–
Exposure

Countries

OTAX
Data will be available soon
ETF 2

Sectors

OTAX
Data will be available soon
ETF 2
Advertisement

Diversification

OTAX
Data will be available soon
ETF 2
–

Top 15 holdings

Data as of January 1, 1970
OTAX
Data will be available soon
ETF 2
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
–
Advertisement
Advertisement
Advertisement
New Report

ETFs’ Next Act: From Access to Selection

Global ETF Survey 2026