Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
TAXvsSRHQETF Comparison
Cambria Tax Aware ETF (TAX) belongs to the US Large Cap Value segment. SRH U.S. Quality GARP ETF (SRHQ) is part of the US Multi-Factor segment. TAX's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, SRHQ's top sector exposures are Information Technology, Industrials and Health Care. TAX is more expensive with a Total Expense Ratio (TER) of 0.49%, versus 0.35% for SRHQ. TAX is down -2.6% year-to-date (YTD) with -$7M in YTD flows. SRHQ performs better with 2.37% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of TAX and SRHQ 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 SRHQ performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | TAX SRHQ | -5.15%-0.38% | -5.38%-0.16% | -2.60%+2.37% | +21.46%+15.72% | n/a+57.94% | n/an/a |
| Flows | TAX SRHQ | -- | -$7M- | -$7M- | -$10M+$1M | -+$22M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TAX SRHQ | +15.43%+14.28% | +19.16%+18.35% | n/a+15.68% | n/an/a |
| Max drawdown | TAX SRHQ | -6.70%-3.38% | -12.68%-11.80% | n/a-18.39% | n/an/a |
| Max drawdown duration | TAX SRHQ | 48d13d | 45d46d | n/a303d | n/an/a |
TAX | SRHQ | |
Last sale 3/12/2026 at 1:30 PM | $40.08 | |
| Previous close 03/11/2026 | $40.54 | |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
TAX | SRHQ | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
TAX | SRHQ | |
|---|---|---|
| Last price | – | $40.08 |
| 1D performance | – | -1.14% |
| AuM | $22.99 M | $178.57 M |
| E/R | 0.49% | 0.35% |
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 SRHQ ETFs performed in 2026?
As of March 11, 2026, TAX is down -2.6% year-to-date (YTD), while SRHQ has returned 2.37%. That puts SRHQ better performer ahead so far this year.
Which ETF is attracting more investor money: TAX or SRHQ?
Year-to-date, the TAX ETF saw -$7M in flows, compared to - for SRHQ.
Which ETF is more volatile: TAX or SRHQ?
Over the past year, TAX had a volatility of 19.16%, while SRHQ experienced 18.35%.
Which ETF is bigger: TAX or SRHQ?
As of March 11, 2026, TAX holds $22.99 M in assets under management (AUM), while SRHQ manages $178.57 M.
What sectors do the TAX and SRHQ ETFs invest in?
TAX leans toward sectors like Industrials, Information Technology and Health Care. Meanwhile, SRHQ focuses on Information Technology, Industrials and Health Care.
What are the top holdings of the TAX ETF and SRHQ ETF?
TAX top holdings include ADVANCED MICRO DEVICES, STERLING INFRASTRUCTURE INC and COMFORT SYSTEMS USA. SRHQ holds in its top three: CIENA, ENERSYS and EMCOR GROUP.
Which ETF is more diversified: TAX or SRHQ?
TAX holds 95 securities with 26.84% of its assets in the top 15. SRHQ has 57 securities and a top 15 weight of 39.11%.
Calamos Investments Powers the Next Phase of the Autocallable Revolution
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
