Optimal Tax Managed Equity ETF
Prices on SharpeShare since Aug 26, 2026
Range since Aug 26, 2026
Low $49.07High $51.01
Has OTAX beaten the S&P 500?
Since Aug 26, 2026 (to Oct 20, 2026), OTAX returned -1.3%; the S&P 500 (SPY) returned +0.6%.
Aug 26, 2026 – Oct 20, 2026. Returns include dividends and other distributions, reinvested.
How are your investments doing?
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Returns by period
| Period | OTAX | S&P 500 |
|---|---|---|
| 1 month | -1.0% | +1.0% |
How has OTAX done each year?
SharpeShare can't compare a full calendar year of OTAX with the S&P 500 yet; the bars show the parts of years it can.
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2026*: OTAX -1.3%, S&P 500 (SPY) +0.6%
* Part of a year: the returns SharpeShare measures start or end inside it.
Select a month to see its return.
Each cell is that month's return, dividends included: green up, red down, uncolored when it rounds to 0.0%.
How rough does it get?
Counting dividends, OTAX's largest decline since Aug 2026 was 3.8%, from Oct 6 to Oct 16, 2026. It hasn't closed back at that high since. The S&P 500 didn't fall 10% or more in that time.
Since Aug 26, 2026, OTAX moved less than 1% up or down on 82% of trading days. Its biggest one-day fall was 1.7% (Oct 14, 2026); its biggest rise 1.5% (Sep 3, 2026).
Highest closing price since Aug 2026: $51.01 on Oct 6, 2026. The latest close, $49.42 on Oct 20, 2026, is 3.1% below it.
How are your investments doing?
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