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