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TAXvsSMCOETF Comparison
Cambria Tax Aware ETF (TAX) belongs to the US Large Cap Value segment. Hilton Small-MidCap Opportunity ETF (SMCO) is part of the US Multi-Factor segment. TAX's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, SMCO's top sector exposures are Information Technology, Industrials and Consumer Discretionary. TAX is less expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.55% for SMCO. TAX is down -2.6% year-to-date (YTD) with -$7M in YTD flows. SMCO performs better with 2.24% YTD performance, and +$9M in YTD flows. Run a side-by-side ETF comparison of TAX and SMCO 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 SMCO performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | TAX SMCO | -5.15%-6.57% | -5.38%-1.26% | -2.60%+2.24% | +21.46%+17.97% | n/an/a | n/an/a |
| Flows | TAX SMCO | --$1M | -$7M+$11M | -$7M+$9M | -$10M+$31M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TAX SMCO | +15.43%+16.51% | +19.16%+20.15% | n/an/a | n/an/a |
| Max drawdown | TAX SMCO | -6.70%-6.69% | -12.68%-13.74% | n/an/a | n/an/a |
| Max drawdown duration | TAX SMCO | 48d31d | 45d46d | n/an/a | n/an/a |
TAX | SMCO | |
Last sale 3/12/2026 at 1:30 PM | $26.82 | |
| Previous close 03/11/2026 | $27.35 | |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
TAX | SMCO | |
|---|---|---|
| Last price | – | $26.82 |
| 1D performance | – | -1.92% |
| AuM | $22.99 M | $145.70 M |
| E/R | 0.49% | 0.55% |
TAX | SMCO | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Cambria | Hilton Capital Management |
| Benchmark | - | - |
| N° of holdings | 92 | 60 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 18, 2024 | November 28, 2023 |
| 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 SMCO ETFs performed in 2026?
As of March 11, 2026, TAX is down -2.6% year-to-date (YTD), while SMCO has returned 2.24%. That puts SMCO better performer ahead so far this year.
Which ETF is attracting more investor money: TAX or SMCO?
Year-to-date, the TAX ETF saw -$7M in flows, compared to +$9M for SMCO.
Which ETF is more volatile: TAX or SMCO?
Over the past year, TAX had a volatility of 19.16%, while SMCO experienced 20.15%.
Which ETF is bigger: TAX or SMCO?
As of March 11, 2026, TAX holds $22.99 M in assets under management (AUM), while SMCO manages $145.70 M.
What sectors do the TAX and SMCO ETFs invest in?
TAX leans toward sectors like Industrials, Information Technology and Health Care. Meanwhile, SMCO focuses on Information Technology, Industrials and Consumer Discretionary.
What are the top holdings of the TAX ETF and SMCO ETF?
TAX top holdings include ADVANCED MICRO DEVICES, STERLING INFRASTRUCTURE INC and COMFORT SYSTEMS USA. SMCO holds in its top three: DYCOM INDUSTRIES, TELEDYNE TECH and CIENA.
Which ETF is more diversified: TAX or SMCO?
TAX holds 95 securities with 26.84% of its assets in the top 15. SMCO has 62 securities and a top 15 weight of 35.52%.
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