Screener
TAX vs LYLD
Cambria Tax Aware ETF vs Cambria LargeCap Shareholder Yield 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
| TAX | LYLD | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.59% |
| Fund size (AUM) | $25M | $6M |
| Since | 2024 | 2024 |
| Dividend yield | 0.33% | 2.63% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.5% | +23.2% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 15.84% | 11.61% |
| Max drawdown | -18.85% | -18.64% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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