Compare · 2 funds side by side · dividends reinvested

TAX and SPY

TAXCambria Funds×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

TAX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.0

EA Series Trust - Cambria Tax Aware ETFUnsorted0.54%0.33%+4.6%+5.2%[…][…]−10.9%17.2%$24M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: TAX 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

EA Series Trust - Cambria Tax Aware ETF · $24M[…]

TAX

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

TAXMeasureSPY

+4.6%Year to dateJan 1 → Nov 6+8.7%

+5.2%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.54%Expense ratio$54 · $9 a year on $10k · lower is better0.09%

0.33%Trailing 12-mo yield$33 · $103 a year on $10k1.03%

−10.9%Worst dropSmaller is better−8.9%

17.2%VolatilityLower is calmer13.6%

TAXSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TAX vs SPY: Top 5 Holdings

Today

TAX

8.2%in top 5

SPY

in top 527.8%

TAXStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.8%RVMDnot top 5

1.6%ROIVnot top 5

1.6%TWLOnot top 5

1.6%AMDnot top 5

1.6%EXELnot top 5

Held in common8.3%

End-of-day Nov 6, 2026 · share of each fund

TAX vs SPY Returns, Every Period

Cambria FundsTAX

+5.2%

past year

SPYSPDR

+9.7%

past year

TAXSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: TAX vs SPY

YTD

Cambria FundsTAX

+4.6%

SPYSPDR

+8.7%

+4.6%Year to date+8.7%

−10.9%Worst drop · 1Y−8.9%

17.2%Volatility · 1Y13.6%

0.3%Yield1.0%

$24.1MAssets$778B

4–0SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TAX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

TAX0.54%$54

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TAX, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

TAX0.33%$33

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

TAX$33 − $54 = −$21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TAX, SPY

Today

8.3%most shared, TAX and SPY

TAXSPY

TAX—8.3%

SPY8.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

TAXWorst drop−10.9%17.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYTAX

+8.7%Year to date+4.6%

1.0%Yield0.3%

+9.7%Past year+5.2%

0.09%Fee0.54%

4–0SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026