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Cambria Tax Aware ETF (TAX)

Mid-Cap Blend | Exchange Traded Fund | NasdaqGM
30.79 USD -0.44 (-1.409%) ⇩ (July 13, 2026, 4 p.m. EDT)

Short-term:★★⯪☆☆Long-term:★★⯪☆☆Dividends:★★☆☆☆
Hot Take | July 11, 2026, 5:14 a.m. EDT

The Cambria Tax Aware ETF presents a distinct dichotomy between its innovative structural utility and its lack of traditional investment momentum. On the short-term horizon, the asset shows no clear directional edge; while the price has drifted slightly above its 50-day average, the recent 14-day action is choppy and lacks the volume or acceleration required to justify a bullish entry. The statistical forecast model offers a modest upward lean with moderate confidence, but this is insufficient to overcome the absence of technical strength, leaving the near-term outlook neutral. From a long-term perspective, the security is too new to assess based on multi-year price trajectories, as the available history covers less than a full year. Consequently, the assessment relies entirely on its current fundamental role as a tax-deferral vehicle rather than a growth engine. The recent news highlights its unique '351 Exchange' feature, which allows investors to defer embedded gains—a valuable tool for specific tax strategies—but this does not translate into the sustained revenue growth or dominant competitive moat required for a top-tier buy-and-hold rating. The business quality is functional but not exceptional. Regarding income, the dividend profile is weak. With a yield of just 0.31%, the payout is negligible and falls well below inflation, offering no meaningful income buffer. While the recent dividend amounts suggest the fund is distributing something, the scale is too small to impact total return meaningfully. Investors here are paying for a tax strategy, not a yield or a high-growth compounder.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.031063
MSTL0.033265
AutoETS0.036331
AutoARIMA0.036415

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 55%
H-stat 5.45
Ljung-Box p 0.000
Jarque-Bera p 0.588
Excess Kurtosis -0.33
Attribute Value
Trailing P/E 21.27

Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.34% 0.34%
Dividend History
Date Dividend Yield %
2025-12-23 0.098 0.338749
2024-12-30 0.057 0.232369
Additional Data
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
dividendYield 0.31

Info Dump

Attribute Value
All Time High 31.76
All Time Low 20.0
Ask 39.79
Ask Size 2
Average Daily Volume10 Day 190
Average Daily Volume3 Month 224
Average Volume 224
Average Volume10Days 190
Beta3 Year 0.0
Bid 21.89
Bid Size 2
Category Mid-Cap Blend
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 30.9201
Day Low 30.79
Display Name Liberty Tax
Dividend Yield 0.31
Eps Trailing Twelve Months 1.4477191
Esg Populated 0
Exchange NGM
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 30.43764
Fifty Day Average Change 0.35236168
Fifty Day Average Change Percent 0.011576512
Fifty Two Week Change Percent 18.105103
Fifty Two Week High 31.76
Fifty Two Week High Change -0.9699993
Fifty Two Week High Change Percent -0.03054154
Fifty Two Week Low 26.07
Fifty Two Week Low Change 4.720001
Fifty Two Week Low Change Percent 0.18105106
Fifty Two Week Range 26.07 - 31.76
First Trade Date Milliseconds 1,734,532,200,000
Full Exchange Name NasdaqGM
Fund Family Cambria
Fund Inception Date 1,734,393,600
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 1
Ipo Expected Date 2,024-12-18
Language en-US
Legal Type Exchange Traded Fund
Long Business Summary The fund is an actively managed exchanged-traded fund (“ETF”) that invests in U.S.-listed equity securities that have a market capitalization of greater than $5 billion. Utilizing its own quantitative model, the fund’s investment sub-adviser, Cambria Investment Management, L.P. (“Cambria” or the “Sub-Adviser”) selects value stocks with lower dividend distributions, which are generally taxed as ordinary income.
Long Name Cambria Tax Aware ETF
Market us_market
Market State PRE
Max Age 86,400
Message Board Id finmb_1902083743
Nav Price 31.077
Net Assets 26,359,612.0
Net Expense Ratio 0.54
Open 30.9201
Previous Close 31.23
Price Hint 2
Quote Source Name Nasdaq Real Time Price
Quote Type ETF
Region US
Regular Market Change -0.43999863
Regular Market Change Percent -1.4088974
Regular Market Day High 30.9201
Regular Market Day Low 30.79
Regular Market Day Range 30.79 - 30.9201
Regular Market Open 30.9201
Regular Market Previous Close 31.23
Regular Market Price 30.79
Regular Market Time 1,783,972,800
Regular Market Volume 151
Short Name Cambria Tax Aware ETF
Source Interval 15
Symbol TAX
Total Assets 26,359,612
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing P E 21.267939
Trailing Peg Ratio None
Trailing Three Month Nav Returns 16.8511
Trailing Three Month Returns 16.8511
Triggerable 1
Two Hundred Day Average 28.900974
Two Hundred Day Average Change 1.8890266
Two Hundred Day Average Change Percent 0.06536204
Type Disp ETF
Volume 151
Yield 0.0031
Ytd Return 11.69076