TAXvsBRSMETF Comparison
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Cambria Tax Aware ETF (TAX) belongs to the US Large Cap Value segment. MFS Blended Research Small-Mid Cap ETF (BRSM) is part of the US Multi-Factor segment. TAX's top 3 sector exposures are Industrials, Healthcare and Technology. In contrast, BRSM's top sector exposures are Finance, Technology and Industrials. TAX is more expensive with a Total Expense Ratio (TER) of 0.54%, versus 0.38% for BRSM. Run a side-by-side ETF comparison of TAX and BRSM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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TAX vs BRSM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | TAX BRSM | -3.31%-2.05% | +3.66%n/a | +8.00%n/a | +15.62%n/a | n/an/a | n/an/a |
| Flows | TAX BRSM | -$305K+$3M | -$305K- | -$7M- | -$8M- | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TAX BRSM | +16.93%n/a | +16.48%n/a | n/an/a | n/an/a |
| Max drawdown | TAX BRSM | -5.24%n/a | -11.05%n/a | n/an/a | n/an/a |
| Max drawdown duration | TAX BRSM | 20dn/a | 84dn/a | n/an/a | n/an/a |
Trading data
TAX | BRSM | |
Last sale 7/31/2026 at 1:30 PM | $25.48 | |
| Previous close 07/30/2026 | $25.48 | |
| Consolidated volume 07/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/31/2026 at 1:30 PM
Live
Closed
TAX | BRSM | |
|---|---|---|
| Last price | – | $25.48 |
| 1D performance | – | +0.02% |
| AuM | $25.18 M | $26.49 M |
| E/R | 0.54% | 0.38% |
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Exposure
Countries
TAX
USA
94.53%
Other
5.47%
BRSM
USA
92.05%
Other
7.95%
Sectors
TAX
Industrials
21.75%
Healthcare
20.03%
Technology
17.52%
Finance
9.56%
Consumer Cyclical.
8.95%
Consumer Services
7.18%
Other
15.01%
BRSM
Finance
23.44%
Technology
17.13%
Industrials
14%
Healthcare
13.48%
Non-Energy Materi.
7.87%
Other
24.09%
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Diversification
TAX
Total weight of top 15 holdings out of 15
23.29%
BRSM
Total weight of top 15 holdings out of 15
14.22%
Top 15 holdings
Data as of June 30, 2026
TAX
Flex Ltd.
2.08%
Sterling Infrastructure, Inc.
1.99%
Advanced Micro Devices, Inc.
1.97%
Revolution Medicines, Inc.
1.72%
Comfort Systems USA, Inc.
1.47%
Amkor Technology, Inc.
1.47%
JFrog Ltd.
1.46%
Twilio, Inc.
1.46%
Roivant Sciences Ltd.
1.45%
Sanmina Corp.
1.43%
GE Vernova, Inc.
1.39%
MGM Resorts International
1.39%
Jabil, Inc.
1.38%
F5, Inc.
1.32%
Jazz Pharmaceuticals Plc
1.31%
BRSM
MYR Group, Inc.
1.13%
Okta, Inc.
1.08%
Aramark
1.05%
Curtiss-Wright Corp.
1.00%
TechnipFMC plc
0.97%
Roku, Inc.
0.96%
Popular, Inc.
0.95%
Everest Group Ltd.
0.93%
nVent Electric Plc
0.91%
The Timken Co.
0.89%
Talen Energy Corp.
0.89%
Cathay General Bancorp
0.88%
UMB Financial Corp.
0.88%
Sandisk Corp.
0.86%
Universal Health Services, Inc.
0.85%
Frequently asked questions about TAX and BRSM
Which ETF is bigger: TAX or BRSM?
As of July 30, 2026, TAX holds $25.18 M in assets under management (AUM), while BRSM manages $26.49 M.
What sectors do the TAX and BRSM ETFs invest in?
TAX leans toward sectors like Industrials, Healthcare and Technology. Meanwhile, BRSM focuses on Finance, Technology and Industrials.
What are the top holdings of the TAX ETF and BRSM ETF?
TAX top holdings include Flex Ltd., Sterling Infrastructure, Inc. and Advanced Micro Devices, Inc.. BRSM holds in its top three: MYR Group, Inc., Okta, Inc. and Aramark.
Which ETF is more diversified: TAX or BRSM?
TAX holds 97 securities with 23.29% of its assets in the top 15. BRSM has 306 securities and a top 15 weight of 14.22%.
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Latest news about TAX & BRSM
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