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 86 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Morningstar Value ETF | 0.04% | 1.30B | Jun 2004 | TAX vs ILCV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.82B | Sep 2000 | TAX vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | TAX vs VTV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.78B | Dec 2009 | TAX vs SCHV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.02B | Jul 2000 | TAX vs IUSV |
Best Risk-Adjusted Alternatives to TAX
TAX has a PortfoliosLab risk / return rank of 39. There are 115 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 9.78B | Apr 2013 | TAX vs VLUE | |
| Invesco Dynamic Large Cap Value ETF | 96 | 1.62B | Mar 2005 | TAX vs PWV | |
| Avantis U.S. Large Cap Value ETF | 94 | 16.76B | Sep 2021 | TAX vs AVLV | |
| SEI Enhanced US Large Cap Value Factor ETF | 94 | 956.28M | May 2022 | TAX vs SEIV | |
| Schwab Fundamental U.S. Large Company Index ETF | 94 | 26.25B | Aug 2013 | TAX vs FNDX |
Top Performing TAX Alternatives (YTD)
TAX is at 8.31% YTD. There are 120 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 39.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 39.99% | 9.78B | Apr 2013 | TAX vs VLUE | |
| Clough Select Equity ETF | 23.97% | 56.12M | Nov 2020 | TAX vs CBSE | |
| iShares Core Dividend ETF | 22.13% | 1.59B | Nov 2017 | TAX vs DIVB | |
| VictoryShares Free Cash Flow ETF | 22.09% | 8.17B | Jun 2023 | TAX vs VFLO | |
| Avantis U.S. Large Cap Value ETF | 22.07% | 16.76B | Sep 2021 | TAX vs AVLV |
Lowest Volatility Alternatives to TAX
TAX has 16.39% 1-year volatility. There are 136 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.14% | 60.27M | Oct 2025 | TAX vs KWIN | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.90% | 6.21B | Jun 2006 | TAX vs DLN | |
| Bahl & Gaynor Income Growth ETF | 8.97% | 342.03M | Sep 2023 | TAX vs BGIG | |
| Absolute Select Value ETF | 9.08% | 142.20M | Jan 2020 | TAX vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 9.17% | 32.39M | Apr 2023 | TAX vs MDLV |
Lowest Drawdown Alternatives to TAX
TAX has a 1-year max drawdown of -10.95%. There are 114 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.62B | Mar 2005 | TAX vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.48B | Mar 2006 | TAX vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | TAX vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.88M | Dec 2023 | TAX vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | TAX vs ELCV |
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 $953M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cambria Global Value ETF | Global Equities | 86 | 18.69% | 533.45M | Mar 2014 | TAX vs GVAL | |
| Cambria Tail Risk ETF | Volatility Hedged Equity | 2 | -7.07% | 145.21M | Apr 2017 | TAX vs TAIL | |
| Cambria Shareholder Yield ETF | Mid Cap Value Equities, Dividend | 79 | 21.10% | 953.35M | May 2013 | TAX vs SYLD | |
| Cambria Global Asset Allocation ETF | Diversified Portfolio | 79 | 8.95% | 72.21M | Dec 2014 | TAX vs GAA | |
| Cambria Foreign Shareholder Yield ETF | Global Equities | 93 | 18.20% | 665.65M | Dec 2013 | TAX vs FYLD | |
| Cambria Trinity ETF | Tactical Allocation | 80 | 9.21% | 142.96M | Sep 2018 | TAX vs TRTY | |
| Cambria Emerging Shareholder Yield ETF | Emerging Markets Equities | 65 | 20.78% | 845.66M | Jul 2016 | TAX vs EYLD | |
| Cambria Global Momentum ETF | Momentum, Hedge Fund | 57 | 8.26% | 68.55M | Nov 2014 | TAX vs GMOM | |
| Cambria Value and Momentum ETF | Momentum, Equity Hedged | 73 | 7.04% | 106.10M | Sep 2015 | TAX vs VAMO | |
| Cambria Global Real Estate ETF | REIT | 48 | 14.71% | 66.11M | Sep 2020 | TAX vs BLDG |
Often Compared With TAX
Investors most often compare TAX with SPY, SHV, MFVL. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare TAX with Any Fund or Stock
Compare TAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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