TAX ETF (Cambria Tax Aware ETF) is managed by Cambria Investment Management with $23.0M in net assets. TAX expense ratio is 0.49%, holding 102 positions across sectors including Industrials, Consumer Discretionary, Health Care. Inception date: 2024-12-18.

TAX performance shows a YTD return of 1.00%. The 1-year return is 16.88%. TAX dividend yield stands at 0.34%, paid annually.

TAX top holdings include Charter Communications, Inc., Class A (1.3%), Liberty Broadband A Common Stock Usd.01 (1.3%), Roivant Sciences Ltd (1.2%), Mckesson Corp (1.1%), Gates Industrial Corporation Plc Com USD (1.1%). View all TAX holdings, sector breakdown, or dividend history.

TAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TAX alternatives are available via the screener, along with tax-loss harvesting opportunities.