Screener
LYLD vs TAX
Cambria LargeCap Shareholder Yield ETF vs Cambria Tax Aware ETF
Key differences
- TAX is significantly larger than LYLD — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| LYLD | TAX | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.54% |
| Fund size (AUM) | $6M | $25M |
| Since | 2024 | 2024 |
| Dividend yield | 2.63% | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +22.6% | +25.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 11.62% | 15.84% |
| Max drawdown | -18.64% | -18.85% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to LYLD and TAX
Explore further