Screener
TAX vs GVAL
Cambria Tax Aware ETF vs Cambria Global Value 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
| TAX | GVAL | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.66% |
| Fund size (AUM) | $25M | $541M |
| Since | 2024 | 2014 |
| Dividend yield | 0.33% | 2.89% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +22.9% | +37.6% |
| CAGR 3Y | N/A | +25.4% |
| CAGR 5Y | N/A | +13.4% |
| Sharpe 3Y | N/A | 1.17 |
| Volatility 1Y | 15.76% | 14.47% |
| Max drawdown | -18.85% | -47.79% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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