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TAXvsIJHETF Comparison

ETF 1

TAX

Cambria Tax Aware ETF

This fund is part of

US Large Cap Value

+0.4%

Full TAX fund page

VS

ETF 2

IJH

iShares Core S&P Mid-Cap ETF

This fund is part of

US Mid Cap

+0.66%

Full IJH fund page

Cambria Tax Aware ETF (TAX) belongs to the US Large Cap Value segment. iShares Core S&P Mid-Cap ETF (IJH) is part of the US Mid Cap segment. TAX's top 3 sector exposures are Industrials, Healthcare and Technology. In contrast, IJH's top sector exposures are Finance, Industrials and Technology. TAX is more expensive with a Total Expense Ratio (TER) of 0.54%, versus 0.05% for IJH. TAX is up 8% year-to-date (YTD) with -$7M in YTD flows. IJH performs better with 14.7% YTD performance, and +$5.42B in YTD flows. Run a side-by-side ETF comparison of TAX and IJH 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 IJH performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 07/30/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	TAX IJH	-3.31%-2.22%	+3.66%+3.76%	+8.00%+14.70%	+15.62%+19.76%	n/a+44.19%	n/a+50.11%
Flows	TAX IJH	-$305K+$924M	-$305K+$2.85B	-$7M+$5.42B	-$8M+$6.67B	-+$16.16B	-+$26.89B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	TAX IJH	+16.93%+14.47%	+16.48%+15.72%	n/a+17.90%	n/a+19.59%
Max drawdown	TAX IJH	-5.24%-4.26%	-11.05%-8.82%	n/a-24.00%	n/a-24.00%
Max drawdown duration	TAX IJH	20d26d	84d53d	n/a379d	n/a379d

Trading data

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	TAX	IJH
Last sale 7/31/2026 at 1:30 PM		$75.27
Previous close 07/30/2026		$75.35
Consolidated volume 07/30/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of June 30, 2026

1-year trailing difference

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TAX

is actively managed and doesn’t replicate an index

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	TAX	IJH
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 7/31/2026 at 1:30 PM

Live

Closed

	TAX	IJH
Last price	–	$75.27
1D performance	–	-0.11%
AuM	$25.18 M	$122.54 B
E/R	0.54%	0.05%

Characteristics

	TAX	IJH
Management strategy	Active	Passive
Provider	Cambria	iShares
Benchmark	-	S&P MidCap 400 Index
N° of holdings	97	404
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	December 18, 2024	May 22, 2000
ESG	No	No

More TAX data on Trackinsight

More IJH data on Trackinsight

Exposure

Countries

TAX

USA

94.53%

Other

5.47%

IJH

USA

96.09%

Other

3.91%

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%

IJH

Finance

21.89%

Industrials

18.65%

Technology

15.3%

Non-Energy Materi.

10.62%

Healthcare

8.5%

Other

25.04%

Diversification

TAX

Total weight of top 15 holdings out of 15

23.29%

IJH

Total weight of top 15 holdings out of 15

11.11%

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%

IJH

Twilio, Inc.

0.86%

Carpenter Technology Corp.

0.84%

MKS, Inc.

0.82%

Curtiss-Wright Corp.

0.77%

nVent Electric Plc

0.75%

Entegris, Inc.

0.75%

ATI, Inc.

0.74%

Illumina, Inc.

0.73%

TechnipFMC plc

0.72%

Sterling Infrastructure, Inc.

0.71%

MasTec, Inc.

0.70%

Woodward, Inc.

0.69%

MACOM Technology Solutions Holdings, Inc.

0.68%

Everpure, Inc.

0.68%

XPO, Inc.

0.66%

Frequently asked questions about TAX and IJH

How have the TAX and IJH ETFs performed in 2026?

As of July 30, 2026, TAX is up 8% year-to-date (YTD), while IJH has returned 14.7%. That puts IJH better performer ahead so far this year.

Which ETF is attracting more investor money: TAX or IJH?

Year-to-date, the TAX ETF saw -$7M in flows, compared to +$5.42B for IJH.

Which ETF is more volatile: TAX or IJH?

Over the past year, TAX had a volatility of 16.48%, while IJH experienced 15.72%.

Which ETF is bigger: TAX or IJH?

As of July 30, 2026, TAX holds $25.18 M in assets under management (AUM), while IJH manages $122.54 B.

What sectors do the TAX and IJH ETFs invest in?

TAX leans toward sectors like Industrials, Healthcare and Technology. Meanwhile, IJH focuses on Finance, Industrials and Technology.

What are the top holdings of the TAX ETF and IJH ETF?

TAX top holdings include Flex Ltd., Sterling Infrastructure, Inc. and Advanced Micro Devices, Inc.. IJH holds in its top three: Twilio, Inc., Carpenter Technology Corp. and MKS, Inc..

Which ETF is more diversified: TAX or IJH?

TAX holds 97 securities with 23.29% of its assets in the top 15. IJH has 404 securities and a top 15 weight of 11.11%.

ETF Strategies Explained for Dummies, Part 2 (With Examples)

January 1, 1970

TAX

TAXvsIJHETF Comparison

Cambria Tax Aware ETF

iShares Core S&P Mid-Cap ETF

TAX vs IJH performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the TAX and IJH ETFs performed in 2026?

As of July 30, 2026, TAX is up 8% year-to-date (YTD), while IJH has returned 14.7%. That puts IJH better performer ahead so far this year.

Which ETF is attracting more investor money: TAX or IJH?

Year-to-date, the TAX ETF saw -$7M in flows, compared to +$5.42B for IJH.

Which ETF is more volatile: TAX or IJH?

Over the past year, TAX had a volatility of 16.48%, while IJH experienced 15.72%.

Which ETF is bigger: TAX or IJH?

As of July 30, 2026, TAX holds $25.18 M in assets under management (AUM), while IJH manages $122.54 B.

What sectors do the TAX and IJH ETFs invest in?

TAX leans toward sectors like Industrials, Healthcare and Technology. Meanwhile, IJH focuses on Finance, Industrials and Technology.

What are the top holdings of the TAX ETF and IJH ETF?

TAX top holdings include Flex Ltd., Sterling Infrastructure, Inc. and Advanced Micro Devices, Inc.. IJH holds in its top three: Twilio, Inc., Carpenter Technology Corp. and MKS, Inc..

Which ETF is more diversified: TAX or IJH?

TAX holds 97 securities with 23.29% of its assets in the top 15. IJH has 404 securities and a top 15 weight of 11.11%.

ETF Strategies Explained for Dummies, Part 2 (With Examples)

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