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TAXvsLSATETF Comparison

ETF 1

TAX

Cambria Tax Aware ETF

This fund is part of

US Large Cap Value

-0.09%

Full TAX fund page

VS

ETF 2

LSAT

LeaderShares AlphaFactor Tactical Focused ETF

This fund is part of

US Large Cap

+0.11%

Full LSAT fund page

Cambria Tax Aware ETF (TAX) belongs to the US Large Cap Value segment. LeaderShares AlphaFactor Tactical Focused ETF (LSAT) is part of the US Large Cap segment. TAX's top 3 sector exposures are Industrials, Health Care and Consumer Discretionary. In contrast, LSAT's top sector exposures are Consumer Discretionary, Industrials and Financials. TAX is less expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.99% for LSAT. TAX is up 3.78% year-to-date (YTD) with -$7M in YTD flows. LSAT performs better with 9.05% YTD performance, and -$45M in YTD flows. Run a side-by-side ETF comparison of TAX and LSAT 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 LSAT 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 04/27/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	TAX LSAT	+11.95%+8.38%	+0.35%+8.13%	+3.78%+9.05%	+29.44%+12.32%	n/a+39.09%	n/a+36.90%
Flows	TAX LSAT	--$1M	-$536K-$5M	-$7M-$45M	-$9M-$45M	--$160M	--$60M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	TAX LSAT	+19.15%+14.59%	+15.63%+12.54%	n/a+14.98%	n/a+16.36%
Max drawdown	TAX LSAT	-10.88%-4.92%	-11.05%-8.18%	n/a-18.25%	n/a-20.69%
Max drawdown duration	TAX LSAT	66d56d	84d215d	n/a507d	n/a776d

Trading data

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	TAX	LSAT
Last sale 4/28/2026 at 1:30 PM		$42.34
Previous close 04/27/2026		$42.42
Consolidated volume 04/27/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/28/2026 at 1:30 PM

Live

Closed

	TAX	LSAT
Last price	–	$42.34
1D performance	–	-0.18%
AuM	$24.49 M	$61.49 M
E/R	0.49%	0.99%

Characteristics

	TAX	LSAT
Management strategy	Active	Active
Provider	Cambria	LeaderShares ETFs
Benchmark	-	-
N° of holdings	95	29
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	December 18, 2024	October 14, 2020
ESG	No	No

More TAX data on Trackinsight

More LSAT data on Trackinsight

Exposure

Countries

TAX

USA

91.5%

Other

8.5%

LSAT

USA

95.64%

Other

4.36%

Sectors

TAX

Industrials

19.27%

Health Care

18.68%

Consumer Discreti.

17.23%

Information Techn.

16.22%

Communication Ser.

7.35%

Other

21.25%

LSAT

Consumer Discreti.

17.67%

Industrials

16.89%

Financials

15.91%

Information Techn.

8.57%

Communication Ser.

8.36%

Health Care

7.54%

Other

25.07%

Diversification

TAX

Total weight of top 15 holdings out of 15

18.36%

LSAT

Total weight of top 15 holdings out of 15

57.28%

Top 15 holdings

Data as of March 31, 2026

TAX

UTD THERAPEUT

1.39%

ROIVANT SCIENCES LTD

1.33%

LIBERTY BROADBAND CORP

1.31%

CHARTER COMMUNICATIONS INC(NEW)

1.30%

US36828A1016

1.28%

JAZZ PHARMACEUTICALS

1.24%

KIRBY

1.22%

US FOODS HOLDING CORP

1.20%

COMFORT SYSTEMS USA

1.19%

MGM RESORTS

1.19%

CONSTELLATION ENERGY CORP

1.15%

MCKESSON

1.15%

ALCOA CORP

1.15%

JABIL CIRCUIT

1.13%

WABTEC

1.13%

LSAT

CF INDUSTRIES HOLDINGS

5.51%

SM ENERGY

5.23%

IRIDIUM COMMUNICATIONS

5.23%

DAVITA INC

4.42%

ALLISON TRANSMISSION HOLDINGS

3.88%

API GROUP CORP

3.44%

US31488V1070

3.40%

CARLISLE COMPANIES

3.39%

FORTINET

3.34%

SUN COMMUNITIES REIT

3.32%

TOLL BROTHERS

3.28%

POST HOLDINGS INC

3.25%

FORTIVE CORP

3.24%

HARLEY DAVIDSON

3.21%

BOYD GAMING

3.13%

Frequently asked questions about TAX and LSAT

How have the TAX and LSAT ETFs performed in 2026?

As of April 27, 2026, TAX is up 3.78% year-to-date (YTD), while LSAT has returned 9.05%. That puts LSAT better performer ahead so far this year.

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

Year-to-date, the TAX ETF saw -$7M in flows, compared to -$45M for LSAT.

Which ETF is more volatile: TAX or LSAT?

Over the past year, TAX had a volatility of 15.63%, while LSAT experienced 12.54%.

Which ETF is bigger: TAX or LSAT?

As of April 27, 2026, TAX holds $24.49 M in assets under management (AUM), while LSAT manages $61.49 M.

What sectors do the TAX and LSAT ETFs invest in?

TAX leans toward sectors like Industrials, Health Care and Consumer Discretionary. Meanwhile, LSAT focuses on Consumer Discretionary, Industrials and Financials.

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

TAX top holdings include UTD THERAPEUT, ROIVANT SCIENCES LTD and LIBERTY BROADBAND CORP. LSAT holds in its top three: CF INDUSTRIES HOLDINGS, SM ENERGY and IRIDIUM COMMUNICATIONS.

Which ETF is more diversified: TAX or LSAT?

TAX holds 98 securities with 18.36% of its assets in the top 15. LSAT has 29 securities and a top 15 weight of 57.28%.

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

January 1, 1970

TAX

TAXvsLSATETF Comparison

Cambria Tax Aware ETF

LeaderShares AlphaFactor Tactical Focused ETF

TAX vs LSAT 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 LSAT ETFs performed in 2026?

As of April 27, 2026, TAX is up 3.78% year-to-date (YTD), while LSAT has returned 9.05%. That puts LSAT better performer ahead so far this year.

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

Year-to-date, the TAX ETF saw -$7M in flows, compared to -$45M for LSAT.

Which ETF is more volatile: TAX or LSAT?

Over the past year, TAX had a volatility of 15.63%, while LSAT experienced 12.54%.

Which ETF is bigger: TAX or LSAT?

As of April 27, 2026, TAX holds $24.49 M in assets under management (AUM), while LSAT manages $61.49 M.

What sectors do the TAX and LSAT ETFs invest in?

TAX leans toward sectors like Industrials, Health Care and Consumer Discretionary. Meanwhile, LSAT focuses on Consumer Discretionary, Industrials and Financials.

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

TAX top holdings include UTD THERAPEUT, ROIVANT SCIENCES LTD and LIBERTY BROADBAND CORP. LSAT holds in its top three: CF INDUSTRIES HOLDINGS, SM ENERGY and IRIDIUM COMMUNICATIONS.

Which ETF is more diversified: TAX or LSAT?

TAX holds 98 securities with 18.36% of its assets in the top 15. LSAT has 29 securities and a top 15 weight of 57.28%.

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

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