Screener
GVAL vs TAX
Cambria Global Value ETF vs Cambria Tax Aware ETF
Key differences
- TAX costs 0.12% less per year.
- GVAL is significantly larger than TAX — larger funds tend to be more liquid and less likely to close.
- GVAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GVAL | TAX | |
|---|---|---|
| Annual cost (TER) | 0.66% | 0.54% |
| Fund size (AUM) | $541M | $25M |
| Since | 2014 | 2024 |
| Dividend yield | 2.89% | 0.33% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +37.6% | +25.5% |
| CAGR 3Y | +25.4% | N/A |
| CAGR 5Y | +13.4% | N/A |
| Sharpe 3Y | 1.17 | N/A |
| Volatility 1Y | 14.47% | 15.84% |
| Max drawdown | -47.79% | -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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