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TAX vs VAMO

Cambria Tax Aware ETF vs Cambria Value and Momentum ETF

TAX

Cambria Tax Aware ETF

Cambria Investment Management

Annual cost

0.54%

Fund size

$25M

VAMO

Cambria Value and Momentum ETF

Cambria Investment Management

Annual cost

0.65%

Fund size

$83M

Key differences

  • TAX costs 0.11% less per year.
  • VAMO is significantly larger than TAX — larger funds tend to be more liquid and less likely to close.
  • VAMO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TAXVAMO
Annual cost (TER)0.54%0.65%
Fund size (AUM)$25M$83M
Since20242015
Dividend yield0.33%0.62%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+25.5%+20.1%
CAGR 3YN/A+14.2%
CAGR 5YN/A+9.5%
Sharpe 3YN/A0.81
Volatility 1Y15.84%11.23%
Max drawdown-18.85%-41.83%

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

Similar to TAX and VAMO