Screener
FYLD vs TAX
Cambria Foreign Shareholder Yield ETF vs Cambria Tax Aware ETF
Key differences
- FYLD is significantly larger than TAX — larger funds tend to be more liquid and less likely to close.
- FYLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FYLD | TAX | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.54% |
| Fund size (AUM) | $644M | $25M |
| Since | 2013 | 2024 |
| Dividend yield | 3.62% | 0.33% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +42.6% | +22.9% |
| CAGR 3Y | +21.8% | N/A |
| CAGR 5Y | +11.6% | N/A |
| Sharpe 3Y | 1.17 | N/A |
| Volatility 1Y | 11.56% | 15.76% |
| Max drawdown | -44.56% | -18.85% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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