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TAX vs USEW

Cambria Tax Aware ETF vs Cambria US EW ETF

TAX

Cambria Tax Aware ETF

Cambria Investment Management

Annual cost

0.54%

Fund size

$25M

USEW

Cambria US EW ETF

Cambria Investment Management

Annual cost

0.30%

Fund size

$181M

Key differences

  • USEW costs 0.24% less per year.
  • USEW is significantly larger than TAX — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

TAXUSEW
Annual cost (TER)0.54%0.30%
Fund size (AUM)$25M$181M
Since20242025
Dividend yield0.33%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+22.9%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.76%
Max drawdown-18.85%-7.85%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to TAX and USEW