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