Screener
ENDW vs TAX
Cambria Endowment Style ETF vs Cambria Tax Aware ETF
Key differences
- ENDW costs 0.32% less per year.
- ENDW is significantly larger than TAX — larger funds tend to be more liquid and less likely to close.
- ENDW is classified as alternative, while TAX is equity — different risk/return profiles.
- ENDW covers global markets; TAX covers north america.
- ENDW follows a multi strategy strategy; TAX uses active selection.
Side-by-side comparison
| ENDW | TAX | |
|---|---|---|
| Annual cost (TER) | 0.22% | 0.54% |
| Fund size (AUM) | $139M | $25M |
| Since | 2025 | 2024 |
| Dividend yield | 2.21% | 0.33% |
| Asset class | alternative | equity |
| Region | global | north america |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +30.1% | +25.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 10.21% | 15.84% |
| Max drawdown | -6.44% | -18.85% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to ENDW and TAX
Explore further