OTAX
Optimal Tax Managed Equity ETF
1W: +0.2%
1M: +1.3%
YTD: +1.0%
$50.45
+0.49 (+0.99%)
Weekly Expected Move ±1.3%
$49
$50
$50
$51
$52
Overview
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Analysis
Peers
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Dark Pool
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Similar ETFs
20 peers by holdings overlap (208 holdings)
360750.KS
MiraeAsset TIGER S&P500 ETF
48.2%
Shared112 holdings
Total—
AUM$19.0T
Price$25780.00
LQDG.L
iShares Corp Bond Interest Rate Hedged UCITS ETF
47.8%
Shared984 holdings
Total—
AUM$151M
Price$79.02
AAUB
Alpha Architect US Equity 4 ETF
47.6%
Shared109 holdings
Total404
AUM$863M
Price$51.52
VONE
Vanguard Russell 1000 ETF
47.5%
Shared139 holdings
Total1,020
AUM$11.8B
Price$347.62
SCHX
Schwab U.S. Large-Cap ETF
47.4%
Shared131 holdings
Total751
AUM$73.8B
Price$30.32
PBUS
Invesco MSCI USA ETF
47.4%
Shared118 holdings
Total513
AUM$11.7B
Price$77.19
SCHK
Schwab 1000 Index ETF
47.4%
Shared141 holdings
Total997
AUM$5.9B
Price$37.02
VTI
Vanguard Morningstar Total Stock Market ETF
47.4%
Shared143 holdings
Total3,474
AUM$2.3T
Price$377.99
VBAIX
Vanguard Balanced Index Fund Institutional Shares
47.4%
Shared143 holdings
Total3,201
AUM$63.9B
Price$54.11
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares
47.4%
Shared143 holdings
Total3,474
AUM$2.4T
Price$183.99
VBIAX
Vanguard Balanced Index Fund
47.4%
Shared143 holdings
Total3,201
AUM$63.9B
Price$54.10
VITSX
Vanguard Total Stock Market Index Fund Institutional Shares
47.4%
Shared143 holdings
Total3,474
AUM$2.3T
Price$184.01
VSMPX
Vanguard Morningstar Total Stock Market Index Fund Institutional Plus Shares
47.4%
Shared143 holdings
Total3,474
AUM$2.4T
Price$345.19
VTS.AX
Vanguard U.S. Total Market Shares Index ETF
47.4%
Shared143 holdings
Total—
AUM$10.0B
Price$543.12
VITPX
Vanguard Morningstar Institutional Total Stk Mkt Ix Fd;Inst Plus
47.3%
Shared143 holdings
Total3,036
AUM$35.0B
Price$126.79
BKLC
BNY Mellon US Large Cap Core Equity ETF
47.3%
Shared114 holdings
Total493
AUM$5.6B
Price$49.23
VUS.TO
Vanguard U.S. Total Market Index ETF (CAD-hedged)
47.3%
Shared142 holdings
Total—
AUM$1.4B
Price$129.42
VUN.TO
Vanguard U.S. Total Market Index ETF
47.3%
Shared142 holdings
Total—
AUM$19.8B
Price$146.38
KLMN
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
47.3%
Shared99 holdings
Total273
AUM$2.5B
Price$31.39
VIIIX
Vanguard Institutional Index Fund Institutional Plus Shares
47.3%
Shared114 holdings
Total504
AUM$360.4B
Price$618.18
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OTAX | $46M | 206 | 43.6% | 10.1 | 3.2 | 3.7 | 35.9% | 36.5% | 1.01% | +27.1% | +41.7% | 67.2 | 6.6 |
| 360750.KS | $19.0T | — | —% | 29.9 | 11.0 | 9.1 | 43.1% | 30.3% | 1.08% | +24.5% | +43.8% | 67.5 | 6.8 |
| LQDG.L | $151M | — | —% | 11.8 | 1.7 | 1.9 | 15.0% | 16.4% | 3.04% | +9.5% | +23.9% | 52.5 | 6.7 |
| AAUB | $863M | 404 | 38.0% | 27.8 | 10.1 | 8.7 | 42.4% | 31.1% | 0.92% | +23.9% | +48.0% | 67.9 | 6.6 |
| VONE | $11.8B | 1020 | 34.8% | 29.6 | 10.7 | 8.9 | 42.4% | 29.9% | 1.14% | +23.8% | +41.5% | 66.1 | 6.7 |
| SCHX | $73.8B | 751 | 36.6% | 29.9 | 11.0 | 9.1 | 43.0% | 30.2% | 1.07% | +24.9% | +43.1% | 66.8 | 6.8 |
| PBUS | $11.7B | 513 | 38.2% | 29.9 | 11.1 | 9.1 | 43.7% | 30.3% | 1.07% | +25.1% | +43.6% | 67.3 | 6.8 |
| SCHK | $5.9B | 997 | 35.8% | 29.9 | 11.0 | 9.1 | 43.0% | 30.2% | 1.08% | +24.9% | +42.8% | 66.6 | 6.8 |
| VTI | $2.3T | 3474 | 33.4% | 29.6 | 10.7 | 8.8 | 42.4% | 29.8% | 1.15% | +23.6% | +41.3% | 65.6 | 6.7 |
| VBAIX | $63.9B | 3201 | 20.6% | 29.6 | 10.7 | 8.8 | 42.4% | 29.8% | 1.15% | +23.7% | +41.3% | 65.6 | 6.7 |
| VTSAX | $2.4T | 3474 | 33.4% | 29.6 | 10.7 | 8.8 | 42.4% | 29.8% | 1.15% | +23.6% | +41.3% | 65.6 | 6.7 |