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TRTY vs GVAL

Cambria Trinity ETF vs Cambria Global Value ETF

TRTY

Cambria Trinity ETF

Cambria Investment Management

Annual cost

0.46%

Fund size

$143M

GVAL

Cambria Global Value ETF

Cambria Investment Management

Annual cost

0.66%

Fund size

$541M

Key differences

  • TRTY costs 0.20% less per year.
  • GVAL is significantly larger than TRTY — larger funds tend to be more liquid and less likely to close.
  • TRTY is classified as alternative, while GVAL is equity — different risk/return profiles.
  • TRTY follows a multi strategy strategy; GVAL uses active selection.
  • Over the last 3 years, GVAL has delivered higher annualized returns.

Side-by-side comparison

TRTYGVAL
Annual cost (TER)0.46%0.66%
Fund size (AUM)$143M$541M
Since20182014
Dividend yield3.01%2.89%
Asset classalternativeequity
Region
Strategymulti strategyactive selection
CAGR 1Y+24.2%+37.6%
CAGR 3Y+11.8%+25.4%
CAGR 5Y+6.4%+13.4%
Sharpe 3Y0.861.17
Volatility 1Y9.57%14.47%
Max drawdown-22.35%-47.79%

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

Similar to TRTY and GVAL