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TAXvsBBMCETF Comparison
Cambria Tax Aware ETF (TAX) belongs to the US Large Cap Value segment. JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) is part of the US Mid Cap segment. TAX's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, BBMC's top sector exposures are Industrials, Financials and Information Technology. TAX is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.07% for BBMC. TAX is down -2.6% year-to-date (YTD) with -$7M in YTD flows. BBMC performs better with 3.58% YTD performance, and +$31M in YTD flows. Run a side-by-side ETF comparison of TAX and BBMC 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 BBMC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | TAX BBMC | -5.15%-4.32% | -5.38%+0.83% | -2.60%+3.58% | +21.46%+24.11% | n/a+59.00% | n/a+34.92% |
| Flows | TAX BBMC | --$6M | -$7M-$146M | -$7M+$31M | -$10M-$240M | --$294M | --$298M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TAX BBMC | +15.43%+15.85% | +19.16%+21.47% | n/a+18.69% | n/a+20.65% |
| Max drawdown | TAX BBMC | -6.70%-5.62% | -12.68%-15.74% | n/a-24.17% | n/a-30.03% |
| Max drawdown duration | TAX BBMC | 48d13d | 45d46d | n/a275d | n/a1045d |
TAX | BBMC | |
Last sale 3/12/2026 at 1:30 PM | $108.09 | |
| Previous close 03/11/2026 | $110.48 | |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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TAX | BBMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
TAX | BBMC | |
|---|---|---|
| Last price | – | $108.09 |
| 1D performance | – | -2.17% |
| AuM | $22.99 M | $1.90 B |
| E/R | 0.49% | 0.07% |
TAX | BBMC | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Cambria | J.P. Morgan Asset Management |
| Benchmark | - | Morningstar US Mid Cap Target Market Exposure Extended Index |
| N° of holdings | 92 | 512 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 18, 2024 | April 14, 2020 |
| 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 BBMC ETFs performed in 2026?
As of March 11, 2026, TAX is down -2.6% year-to-date (YTD), while BBMC has returned 3.58%. That puts BBMC better performer ahead so far this year.
Which ETF is attracting more investor money: TAX or BBMC?
Year-to-date, the TAX ETF saw -$7M in flows, compared to +$31M for BBMC.
Which ETF is more volatile: TAX or BBMC?
Over the past year, TAX had a volatility of 19.16%, while BBMC experienced 21.47%.
Which ETF is bigger: TAX or BBMC?
As of March 11, 2026, TAX holds $22.99 M in assets under management (AUM), while BBMC manages $1.90 B.
What sectors do the TAX and BBMC ETFs invest in?
TAX leans toward sectors like Industrials, Information Technology and Health Care. Meanwhile, BBMC focuses on Industrials, Financials and Information Technology.
What are the top holdings of the TAX ETF and BBMC ETF?
TAX top holdings include ADVANCED MICRO DEVICES, STERLING INFRASTRUCTURE INC and COMFORT SYSTEMS USA. BBMC holds in its top three: US80004C2008, CIENA and US19247G1076.
Which ETF is more diversified: TAX or BBMC?
TAX holds 95 securities with 26.84% of its assets in the top 15. BBMC has 564 securities and a top 15 weight of 8.87%.
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