Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
SRHQvsTAXETF Comparison
SRH U.S. Quality GARP ETF (SRHQ) belongs to the US Multi-Factor segment. Cambria Tax Aware ETF (TAX) is part of the US Large Cap Value segment. SRHQ's top 3 sector exposures are Information Technology, Industrials and Health Care. In contrast, TAX's top sector exposures are Industrials, Information Technology and Health Care. SRHQ is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.49% for TAX. SRHQ is up 1.15% year-to-date (YTD) with - in YTD flows. TAX performs worse with -4.89% YTD performance, and -$7M in YTD flows. Run a side-by-side ETF comparison of SRHQ and TAX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SRHQ vs TAX performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SRHQ TAX | -2.04%-6.66% | +0.22%-5.76% | +1.15%-4.89% | +16.46%+20.41% | +56.05%n/a | n/an/a |
| Flows | SRHQ TAX | -- | --$7M | --$7M | +$1M-$10M | +$22M- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SRHQ TAX | +14.25%+15.52% | +18.33%+19.20% | +15.68%n/a | n/an/a |
| Max drawdown | SRHQ TAX | -4.41%-8.64% | -11.80%-12.68% | -18.39%n/a | n/an/a |
| Max drawdown duration | SRHQ TAX | 15d50d | 46d45d | 303dn/a | n/an/a |
SRHQ | TAX | |
Last sale 3/13/2026 at 1:30 PM | $40.05 | |
| Previous close 03/12/2026 | $40.08 | |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
SRHQ | TAX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SRHQ | TAX | |
|---|---|---|
| Last price | $40.05 | – |
| 1D performance | -0.09% | – |
| AuM | $176.43 M | $22.45 M |
| E/R | 0.35% | 0.49% |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SRHQ and TAX ETFs performed in 2026?
As of March 13, 2026, SRHQ is up 1.15% year-to-date (YTD), while TAX has lost -4.89%. That puts SRHQ better performer ahead so far this year.
Which ETF is attracting more investor money: SRHQ or TAX?
Year-to-date, the SRHQ ETF saw - in flows, compared to -$7M for TAX.
Which ETF is more volatile: SRHQ or TAX?
Over the past year, SRHQ had a volatility of 18.33%, while TAX experienced 19.2%.
Which ETF is bigger: SRHQ or TAX?
As of March 13, 2026, SRHQ holds $176.43 M in assets under management (AUM), while TAX manages $22.45 M.
What sectors do the SRHQ and TAX ETFs invest in?
SRHQ leans toward sectors like Information Technology, Industrials and Health Care. Meanwhile, TAX focuses on Industrials, Information Technology and Health Care.
What are the top holdings of the SRHQ ETF and TAX ETF?
SRHQ top holdings include CIENA, ENERSYS and EMCOR GROUP. TAX holds in its top three: ADVANCED MICRO DEVICES, STERLING INFRASTRUCTURE INC and COMFORT SYSTEMS USA.
Which ETF is more diversified: SRHQ or TAX?
SRHQ holds 57 securities with 39.11% of its assets in the top 15. TAX has 95 securities and a top 15 weight of 26.84%.
Calamos Investments Powers the Next Phase of the Autocallable Revolution
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
