TAX Alternatives & Similar ETFs

Cambria Tax Aware ETF (TAX) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with TAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to TAX

TAX charges 0.49% annually. There are 80 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.

Symbol	Name	Expense Ratio	AUM	Inception
VTV	Vanguard Value ETF	0.04%	238.00B	Jan 2004	TAX vs VTV
SPYV	SPDR Portfolio S&P 500 Value ETF	0.04%	35.22B	Sep 2000	TAX vs SPYV
IUSV	iShares Core S&P U.S. Value ETF	0.04%	26.12B	Jul 2000	TAX vs IUSV
ILCV	iShares Morningstar Value ETF	0.04%	1.27B	Jun 2004	TAX vs ILCV
SCHV	Schwab U.S. Large-Cap Value ETF	0.04%	15.54B	Dec 2009	TAX vs SCHV

Best Risk-Adjusted Alternatives to TAX

TAX has a PortfoliosLab risk / return rank of 45. There are 95 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
VLUE	iShares Edge MSCI USA Value Factor ETF	97	15.87B	Apr 2013	TAX vs VLUE
SEIV	SEI Enhanced US Large Cap Value Factor ETF	93	956.28M	May 2022	TAX vs SEIV
LSVD	LSV Disciplined Value ETF	92	617.15M	Dec 2024	TAX vs LSVD
AVLV	Avantis U.S. Large Cap Value ETF	91	12.01B	Sep 2021	TAX vs AVLV
FNDX	Schwab Fundamental U.S. Large Company Index ETF	90	25.47B	Aug 2013	TAX vs FNDX

Top Performing TAX Alternatives (YTD)

TAX is at 8.40% YTD. There are 92 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 49.00%.

Symbol	Name	YTD Return	AUM	Inception
VLUE	iShares Edge MSCI USA Value Factor ETF	49.00%	15.87B	Apr 2013	TAX vs VLUE
CBSE	Clough Select Equity ETF	32.18%	52.30M	Nov 2020	TAX vs CBSE
ELCV	Eventide High Dividend ETF	21.38%	150.61M	Sep 2024	TAX vs ELCV
ROE	Astoria US Equal Weight Quality Kings ETF	20.98%	164.26M	Jul 2023	TAX vs ROE
AVLV	Avantis U.S. Large Cap Value ETF	20.64%	12.01B	Sep 2021	TAX vs AVLV

Lowest Volatility Alternatives to TAX

TAX has 15.75% 1-year volatility. There are 128 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.76%.

Symbol	Name	Volatility 1Y	AUM	Inception
MDLV	Morgan Dempsey Large Cap Value ETF	8.76%	32.39M	Apr 2023	TAX vs MDLV
FUNL	CornerCap Fundametrics Large-Cap ETF FUNL	8.82%	212.00M	Aug 2020	TAX vs FUNL
ABEQ	Absolute Select Value ETF	8.91%	140.50M	Jan 2020	TAX vs ABEQ
BGIG	Bahl & Gaynor Income Growth ETF	9.00%	342.03M	Sep 2023	TAX vs BGIG
DIVZ	Opal Dividend Income ETF	9.28%	247.48M	Jan 2021	TAX vs DIVZ

Lowest Drawdown Alternatives to TAX

TAX has a 1-year max drawdown of -10.95%. There are 108 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -3.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FUNL	CornerCap Fundametrics Large-Cap ETF FUNL	-3.83%	212.00M	Aug 2020	TAX vs FUNL
PWV	Invesco Dynamic Large Cap Value ETF	-4.05%	1.50B	Mar 2005	TAX vs PWV
FDL	First Trust Morningstar Dividend Leaders Index Fun...	-4.27%	7.39B	Mar 2006	TAX vs FDL
MDLV	Morgan Dempsey Large Cap Value ETF	-4.27%	32.39M	Apr 2023	TAX vs MDLV
GCOW	Pacer Global Cash Cows Dividend ETF	-4.77%	3.35B	Feb 2016	TAX vs GCOW

Other ETFs from Cambria

The 10 most viewed Cambria ETFs shown here include GVAL, TAIL, SYLD and span 11 categories. AUM among these funds goes as high as $925M.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GVAL	Cambria Global Value ETF	Global Equities	77	14.37%	443.40M	Mar 2014	TAX vs GVAL
TAIL	Cambria Tail Risk ETF	Volatility Hedged Equity	1	-6.17%	151.70M	Apr 2017	TAX vs TAIL
SYLD	Cambria Shareholder Yield ETF	Mid Cap Value Equities, Dividend	55	13.63%	924.91M	May 2013	TAX vs SYLD
GAA	Cambria Global Asset Allocation ETF	Diversified Portfolio	76	9.39%	71.79M	Dec 2014	TAX vs GAA
FYLD	Cambria Foreign Shareholder Yield ETF	Global Equities	93	18.51%	623.20M	Dec 2013	TAX vs FYLD
TRTY	Cambria Trinity ETF	Tactical Allocation	79	10.10%	74.28M	Sep 2018	TAX vs TRTY
EYLD	Cambria Emerging Shareholder Yield ETF	Emerging Markets Equities	78	23.85%	816.33M	Jul 2016	TAX vs EYLD
GMOM	Cambria Global Momentum ETF	Momentum, Hedge Fund	63	11.55%	70.43M	Nov 2014	TAX vs GMOM
VAMO	Cambria Value and Momentum ETF	Momentum, Equity Hedged	52	3.15%	48.34M	Sep 2015	TAX vs VAMO
BLDG	Cambria Global Real Estate ETF	REIT	25	5.95%	36.29M	Sep 2020	TAX vs BLDG

Often Compared With TAX

Investors most often compare TAX with SPY, SHV, COMT. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	TAX vs SPY
SHV	iShares 0-1 Year Treasury Bond ETF	Government Bonds, Ultrashort Bond	100	1.42%	20.73B	Jan 2007	TAX vs SHV
COMT	iShares Commodities Select Strategy ETF	Commodities	71	39.67%	1.15B	Oct 2014	TAX vs COMT
MFVL	Motley Fool Value Factor ETF	Large Cap Value Equities	—	0.39%	6.44M	Dec 2025	TAX vs MFVL
DFVX	Dimensional US Large Cap Vector ETF	Large Cap Value Equities	73	11.34%	516.72M	Nov 2023	TAX vs DFVX
BDIV	AAM Brentview Dividend Growth ETF	Large Cap Value Equities	63	7.27%	3.87M	Jul 2024	TAX vs BDIV
BNO	United States Brent Oil Fund LP	Oil & Gas	65	90.47%	95.54M	Jun 2010	TAX vs BNO
KEAT	Keating Active ETF	Global Allocation	73	9.05%	99.30M	Mar 2024	TAX vs KEAT
DOGG	FT Vest DJIA Dogs 10 Target Income ETF	Derivative Income	40	5.09%	72.34M	Apr 2023	TAX vs DOGG
SPLV	Invesco S&P 500 Low Volatility ETF	S&P 500, Large Cap Value Equities	8	1.32%	6.91B	May 2011	TAX vs SPLV
HDV	iShares Core High Dividend ETF	Large Cap Value Equities, Dividend	64	12.69%	13.41B	Mar 2011	TAX vs HDV
IGF	iShares Global Infrastructure ETF	Industrials Equities	44	8.05%	10.60B	Dec 2007	TAX vs IGF
PVAL	Putnam Focused Large Cap Value ETF	Large Cap Value Equities	87	11.75%	11.08B	May 2021	TAX vs PVAL
DFRA	Donoghue Forlines Yield Enhanced Real Asset ETF	Large Cap Value Equities	29	8.60%	44.00M	Dec 2021	TAX vs DFRA
FEGE	First Eagle Global Equity ETF	Large Cap Value Equities	62	8.48%	1.90B	Dec 2024	TAX vs FEGE
CSTK	Invesco Comstock Contrarian Equity ETF	Large Cap Value Equities	70	11.29%	—	May 2025	TAX vs CSTK
DEW	WisdomTree Global High Dividend Fund	Large Cap Value Equities, Dividend	80	11.59%	141.02M	Jun 2006	TAX vs DEW
FBCV	Fidelity Blue Chip Value ETF	Large Cap Value Equities	72	9.91%	159.67M	Jun 2020	TAX vs FBCV
LVDS	JPMorgan Fundamental Data Science Large Value ETF	Large Cap Value Equities	—	13.56%	103.30M	Jul 2025	TAX vs LVDS
DBO	Invesco DB Oil Fund	Oil & Gas	65	84.75%	275.60M	Jan 2007	TAX vs DBO

Compare TAX with Any Fund or Stock

Compare TAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair TAX with funds that move differently

Cambria Tax Aware ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TAX.

Explore TAX Diversifiers

Cambria Tax Aware ETF (TAX) Alternatives