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XTR vs TAIL

Global X S&P 500 Tail Risk ETF vs Cambria Tail Risk ETF

XTR

Global X S&P 500 Tail Risk ETF

Annual cost

0.25%

Fund size

$4M

TAIL

Cambria Tail Risk ETF

Annual cost

0.59%

Fund size

$157M

Key differences

  • XTR costs 0.34% less per year.
  • TAIL is significantly larger than XTR — larger funds tend to be more liquid and less likely to close.
  • XTR follows a structured outcome strategy; TAIL uses tactical allocation.
  • Over the last 3 years, XTR has delivered higher annualized returns.

Side-by-side comparison

XTRTAIL
Annual cost (TER)0.25%0.59%
Fund size (AUM)$4M$157M
Since20212017
Dividend yield17.17%3.41%
Asset classalternativealternative
Regionnorth americanorth america
Strategystructured outcometactical allocation
CAGR 1Y+24.9%-9.0%
CAGR 3Y+19.9%-6.3%
CAGR 5YN/A-8.5%
Sharpe 3Y1.26-0.64
Volatility 1Y10.73%8.55%
Max drawdown-20.83%-52.37%

Similar to XTR and TAIL