Screener
TAX vs SYLD
Cambria Tax Aware ETF vs Cambria Shareholder Yield ETF
Key differences
- SYLD is significantly larger than TAX — larger funds tend to be more liquid and less likely to close.
- SYLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TAX | SYLD | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.59% |
| Fund size (AUM) | $25M | $960M |
| Since | 2024 | 2013 |
| Dividend yield | 0.33% | 1.84% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +22.9% | +27.2% |
| CAGR 3Y | N/A | +13.8% |
| CAGR 5Y | N/A | +5.7% |
| Sharpe 3Y | N/A | 0.62 |
| Volatility 1Y | 15.76% | 15.73% |
| Max drawdown | -18.85% | -45.36% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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