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TAXvsAFMCETF Comparison
Cambria Tax Aware ETF (TAX) belongs to the US Large Cap Value segment. First Trust Active Factor Mid Cap ETF (AFMC) is part of the US Multi-Factor segment. TAX's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, AFMC's top sector exposures are Industrials, Information Technology and Financials. TAX is less expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.65% for AFMC. TAX is down -2.6% year-to-date (YTD) with -$7M in YTD flows. AFMC performs better with 4.35% YTD performance, and +$35M in YTD flows. Run a side-by-side ETF comparison of TAX and AFMC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
TAX vs AFMC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | TAX AFMC | -5.15%-4.30% | -5.38%+1.71% | -2.60%+4.35% | +21.46%+20.28% | n/a+65.49% | n/a+53.91% |
| Flows | TAX AFMC | -+$18M | -$7M+$35M | -$7M+$35M | -$10M+$80M | -+$120M | -+$119M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TAX AFMC | +15.43%+14.63% | +19.16%+19.44% | n/a+17.74% | n/a+19.48% |
| Max drawdown | TAX AFMC | -6.70%-5.13% | -12.68%-13.21% | n/a-21.83% | n/a-25.69% |
| Max drawdown duration | TAX AFMC | 48d17d | 45d46d | n/a289d | n/a752d |
TAX | AFMC | |
Last sale 3/12/2026 at 1:30 PM | $35.35 | |
| Previous close 03/11/2026 | $35.92 | |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
TAX | AFMC | |
|---|---|---|
| Last price | – | $35.35 |
| 1D performance | – | -1.60% |
| AuM | $22.99 M | $134.68 M |
| E/R | 0.49% | 0.65% |
TAX | AFMC | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Cambria | First Trust |
| Benchmark | - | - |
| N° of holdings | 92 | 258 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 18, 2024 | December 3, 2019 |
| ESG | No | No |
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 TAX and AFMC ETFs performed in 2026?
As of March 11, 2026, TAX is down -2.6% year-to-date (YTD), while AFMC has returned 4.35%. That puts AFMC better performer ahead so far this year.
Which ETF is attracting more investor money: TAX or AFMC?
Year-to-date, the TAX ETF saw -$7M in flows, compared to +$35M for AFMC.
Which ETF is more volatile: TAX or AFMC?
Over the past year, TAX had a volatility of 19.16%, while AFMC experienced 19.44%.
Which ETF is bigger: TAX or AFMC?
As of March 11, 2026, TAX holds $22.99 M in assets under management (AUM), while AFMC manages $134.68 M.
What sectors do the TAX and AFMC ETFs invest in?
TAX leans toward sectors like Industrials, Information Technology and Health Care. Meanwhile, AFMC focuses on Industrials, Information Technology and Financials.
What are the top holdings of the TAX ETF and AFMC ETF?
TAX top holdings include ADVANCED MICRO DEVICES, STERLING INFRASTRUCTURE INC and COMFORT SYSTEMS USA. AFMC holds in its top three: MUELLER INDUSTRIES, FEDERATED HERMES and EXELIXIS.
Which ETF is more diversified: TAX or AFMC?
TAX holds 95 securities with 26.84% of its assets in the top 15. AFMC has 265 securities and a top 15 weight of 15.32%.
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