Screener
TAX vs TRTY
Cambria Tax Aware ETF vs Cambria Trinity ETF
Key differences
- TRTY costs 0.08% less per year.
- TRTY is significantly larger than TAX — larger funds tend to be more liquid and less likely to close.
- TAX is classified as equity, while TRTY is alternative — different risk/return profiles.
- TAX follows a active selection strategy; TRTY uses multi strategy.
- TRTY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TAX | TRTY | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.46% |
| Fund size (AUM) | $25M | $143M |
| Since | 2024 | 2018 |
| Dividend yield | 0.33% | 3.01% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +25.5% | +24.2% |
| CAGR 3Y | N/A | +11.8% |
| CAGR 5Y | N/A | +6.4% |
| Sharpe 3Y | N/A | 0.86 |
| Volatility 1Y | 15.84% | 9.57% |
| Max drawdown | -18.85% | -22.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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