OTAX Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
OTAX
Optimal Tax Managed Equity ETF
$49.83
+0.41 ▲ +0.84%
Full metrics table
| Category | US Equities - Dividend & Fundamental | Expense | 0.58% | Return% 1Y | - | Total Holdings | 236 | Perf Week | 0.09% | Volume | 6,410 |
| Asset Type | Equities (Stocks) | AUM | $75M | Return% 3Y | - | NAV | $49.41 | Perf Month | -1.55% | Avg Volume | 0.02M |
| ETF Type | US Equities | Dividend TTM | - | Return% 5Y | - | 52W High | -2.69% | Perf Quarter | - | Rel Volume | 0.28 |
| Active/Passive | Active | Div Gr. 3/5Y | - | Return% 10Y | - | 52W Low | 1.86% | Perf Half Y | - | Prev Close | $49.42 |
| IPO | 2026/8/26 | Flows% 1M | 7.77% | Return% SI | -8.12% | RSI (14) | 47.05 | Perf YTD | -0.44% | Price | $49.83 |
| Beta | - | Flows% 3M | 83.81% | Flows% YTD | 83.81% | Flows% 1Y | 83.81% | Perf Year | - | Volatility(W/M) | 0.74% 0.5% |
| SMA20 | -0.65% | SMA50 | -0.58% | SMA200 | -0.58% | ATR | 0.43 | ||||
About this ETF
OTAX는 세금 관리를 염두에 두고 미국 주식을 담는 ETF예요. 배당과 매매에서 세금 부담을 줄이려는 운용이 포인트예요.
OTAX at a glance
Total Expense Ratio 0.58% Lower is better
AUM $75M Assets Under Management
Holdings 236
Listed 2026
Management Style Actively managed
Quote
Over the past 1 year, roughly in the middle
3% below its 1-year high.
Now $49.83
1-Year Low$48.92 1-Year High$51.21
52-Wk Position40%
Volume 6.4K
Traded less than usual. That is 28% of its average volume.
A
Overall · mostly strong
We judged 2 of the 3 questions below. 1 rate excellent.
Not applicable: dividends.
Has it trended upward long-term? B
Long-term returns are roughly flat
Tap to view numbers
How about dividends?
No dividend
There is no profit to distribute yet.
Fund Flow
Money keeps flowing in
Over the past year, new money equal to 83.8% of assets came in.
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VYM Vanguard High Dividend Yield Indx ETF 0.04% 
DFAC U.S. Core Equity 2 Portfolio-ETF Class Shares 0.18% 
QUAL iShares MSCI USA Quality Factor ETF 0.15% Cheaper ETFs holding the same thingTotal Expense Ratio
DIVB iShares Core Dividend ETF 0.05% Reads on this stock 1 posts
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