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USEW vs TAX
Cambria US EW ETF vs Cambria Tax Aware ETF
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
| USEW | TAX | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.54% |
| Fund size (AUM) | $181M | $25M |
| Since | 2025 | 2024 |
| Dividend yield | — | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +22.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 15.76% |
| Max drawdown | -7.85% | -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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