Cambria Tax Aware ETF (TAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TAX
TAX charges 0.49% annually. Among ETFs in the Large Cap Value Equities category, these options have the lowest expense ratios among TAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| SPDR Portfolio S&P 500 Value ETF | 0.04% | Sep 25, 2000 | TAX vs SPYV | |
| iShares Morningstar Value ETF | 0.04% | Jun 28, 2004 | TAX vs ILCV | |
| iShares Core S&P U.S. Value ETF | 0.04% | Jul 24, 2000 | TAX vs IUSV | |
| Vanguard Value ETF | 0.04% | Jan 26, 2004 | TAX vs VTV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | Dec 11, 2009 | TAX vs SCHV |
Best Risk-Adjusted Alternatives to TAX
Among ETFs in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Pacer Global Cash Cows Dividend ETF | 92 | Feb 23, 2016 | TAX vs GCOW | |
| iShares Edge MSCI USA Value Factor ETF | 90 | Apr 16, 2013 | TAX vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 85 | May 16, 2022 | TAX vs SEIV | |
| First Eagle Global Equity ETF | 84 | Dec 19, 2024 | TAX vs FEGE | |
| WisdomTree Global High Dividend Fund | 82 | Jun 16, 2006 | TAX vs DEW |
Top Performing TAX Alternatives (YTD)
TAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| First Trust Morningstar Dividend Leaders Index Fun... | 14.21% | Mar 9, 2006 | TAX vs FDL | |
| Pacer Global Cash Cows Dividend ETF | 12.89% | Feb 23, 2016 | TAX vs GCOW | |
| iShares Core High Dividend ETF | 10.85% | Mar 29, 2011 | TAX vs HDV | |
| Donoghue Forlines Yield Enhanced Real Asset ETF | 10.68% | Dec 13, 2021 | TAX vs DFRA | |
| Eventide High Dividend ETF | 9.71% | Sep 30, 2024 | TAX vs ELCV |
Lowest Volatility Alternatives to TAX
TAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| JPMorgan Fundamental Data Science Large Value ETF | 10.28% | Jul 14, 2025 | TAX vs LVDS | |
| Absolute Select Value ETF | 11.59% | Jan 22, 2020 | TAX vs ABEQ | |
| Invesco Comstock Contrarian Equity ETF | 11.68% | May 5, 2025 | TAX vs CSTK | |
| Motley Fool Value Factor ETF | 11.71% | Dec 8, 2025 | TAX vs MFVL | |
| Morgan Dempsey Large Cap Value ETF | 11.89% | Apr 25, 2023 | TAX vs MDLV |
Lowest Drawdown Alternatives to TAX
TAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Absolute Select Value ETF | -7.95% | Jan 22, 2020 | TAX vs ABEQ | |
| Opal Dividend Income ETF | -8.47% | Jan 27, 2021 | TAX vs DIVZ | |
| Invesco S&P 500 Low Volatility ETF | -8.88% | May 5, 2011 | TAX vs SPLV | |
| Morgan Dempsey Large Cap Value ETF | -9.55% | Apr 25, 2023 | TAX vs MDLV | |
| iShares Core High Dividend ETF | -9.78% | Mar 29, 2011 | TAX vs HDV |
Other ETFs from Cambria
Most popular Cambria ETFs on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cambria Global Value ETF | Foreign Large Cap Equities | 93 | 6.95% | Mar 11, 2014 | TAX vs GVAL | |
| Cambria Tail Risk ETF | Volatility Hedged Equity | 14 | 1.76% | Apr 5, 2017 | TAX vs TAIL | |
| Cambria Shareholder Yield ETF | Mid Cap Value Equities, Dividend, Actively Managed | 50 | 8.84% | May 14, 2013 | TAX vs SYLD | |
| Cambria Global Asset Allocation ETF | Diversified Portfolio, Actively Managed | 89 | 4.83% | Dec 9, 2014 | TAX vs GAA | |
| Cambria Trinity ETF | Tactical Allocation | 89 | 6.05% | Sep 10, 2018 | TAX vs TRTY | |
| Cambria Emerging Shareholder Yield ETF | Emerging Markets Equities, Actively Managed | 90 | 9.05% | Jul 14, 2016 | TAX vs EYLD | |
| Cambria Foreign Shareholder Yield ETF | Global Equities, Actively Managed | 95 | 14.87% | Dec 3, 2013 | TAX vs FYLD | |
| Cambria Global Momentum ETF | Hedge Fund, Actively Managed | 86 | 8.03% | Nov 4, 2014 | TAX vs GMOM | |
| Cambria Value and Momentum ETF | Equity Hedged, Actively Managed | 90 | 3.84% | Sep 8, 2015 | TAX vs VAMO | |
| Cambria Global Real Estate ETF | Actively Managed, REIT | 24 | -0.71% | Sep 24, 2020 | TAX vs BLDG |
Often Compared With TAX
What investors most often compare with TAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | TAX vs SPY | |
| iShares Short Treasury Bond ETF | Government Bonds | 100 | 0.82% | Jan 11, 2007 | TAX vs SHV | |
| iShares Global Infrastructure ETF | Industrials Equities | 92 | 9.55% | Dec 10, 2007 | TAX vs IGF | |
| Keating Active ETF | Global Allocation | 95 | 11.91% | Mar 27, 2024 | TAX vs KEAT | |
| FT Vest DJIA Dogs 10 Target Income ETF | Derivative Income | 50 | 4.84% | Apr 26, 2023 | TAX vs DOGG |
Compare TAX with Any Fund or Stock
Compare TAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.