MVPL vs TAX

Comparison between MILLER VALUE PARTNERS LEVERAGE ETF (MVPL, ETF) and CAMBRIA TAX AWARE ETF (TAX, ETF).

MVPL vs TAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MVPL(ETF)	TAX(ETF)
Net Assets	$25M	$26M
Expense Ratio	N/A	0.54%
Max Drawdown	30.13%	80.04%
Sharpe Ratio	1.48	1.13
5Y Beta	1.43	0.97
P/E Ratio	N/A	27.04
Forward P/E	N/A	17.52
PEG Ratio	N/A	0.94
5Y EPS CAGR	N/A	23.31%
Debt to Equity	N/A	91.53%
P/S Ratio	N/A	1.22
P/B Ratio	N/A	3.16

Net Assets

MVPL

$25M

Winner

TAX

$26M

Expense Ratio

MVPL

N/A

TAX

0.54%

Max Drawdown

Winner

MVPL

30.13%

TAX

80.04%

Sharpe Ratio

Winner

MVPL

1.48

TAX

1.13

5Y Beta

MVPL

1.43

Winner

TAX

0.97

P/E Ratio

MVPL

N/A

TAX

27.04

Forward P/E

MVPL

N/A

TAX

17.52

PEG Ratio

MVPL

N/A

TAX

0.94

5Y EPS CAGR

MVPL

N/A

TAX

23.31%

Debt to Equity

MVPL

N/A

TAX

91.53%

P/S Ratio

MVPL

N/A

TAX

1.22

P/B Ratio

MVPL

N/A

TAX

3.16

MVPL vs TAX - Holdings Comparison

MVPL and TAX have 0 common holdings. Overlap is 0.00%

MVPL's top 25 holdings weight is 99.93%. TAX's top 25 holdings weight is 34.44%.

Rank	MVPL	TAX
#1	DIREXION DAILY S&P 500® BULL 2X ETF (SPUU) - 99.93%	STERLING INFRASTRUCTURE INC (STRL) - 2.03%
#2	N/A	FLEX LTD (FLEX) - 1.97%
#3	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.70%
#4	N/A	TWILIO INC CLASS A (TWLO) - 1.61%
#5	N/A	COMFORT SYSTEMS USA INC (FIX) - 1.57%
#6	N/A	VIASAT INC (VSAT) - 1.54%
#7	N/A	REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.46%
#8	N/A	SANMINA CORP (SANM) - 1.45%
#9	N/A	GE VERNOVA INC (GEV) - 1.43%
#10	N/A	JAZZ PHARMACEUTICALS PLC (JAZZ) - 1.40%
#11	N/A	JABIL INC (JBL) - 1.39%
#12	N/A	F5 INC (FFIV) - 1.35%
#13	N/A	AMKOR TECHNOLOGY INC (AMKR) - 1.32%
#14	N/A	ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.29%
#15	N/A	UNITED THERAPEUTICS CORP (UTHR) - 1.21%
#16	N/A	JFROG LTD ORDINARY SHARES (FROG) - 1.21%
#17	N/A	ENERSYS (ENS) - 1.21%
#18	N/A	WESCO INTERNATIONAL INC (WCC) - 1.20%
#19	N/A	KIRBY CORP (KEX) - 1.20%
#20	N/A	EMCOR GROUP INC (EME) - 1.19%
#21	N/A	ALPHABET INC CLASS A (GOOGL) - 1.18%
#22	N/A	EXELIXIS INC (EXEL) - 1.17%
#23	N/A	WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 1.12%
#24	N/A	VALMONT INDUSTRIES INC (VMI) - 1.12%
#25	N/A	MGM RESORTS INTERNATIONAL (MGM) - 1.12%
Total Holdings	1	102

MVPL vs TAX - Historical Returns

Returns include dividend reinvestment.

Period	MVPL	TAX
1 month	+3.42%	+5.24%
3 months	+24.09%	+13.48%
6 months	+19.71%	+7.77%
1 year	+44.80%	+23.75%
5 years(CAGR)	N/A	+16.73%
10 years(CAGR)	N/A	+11.77%
Max(CAGR)	+30.94%	+7.04%

MVPL

+3.42%

Winner

TAX

+5.24%

Winner

MVPL

+24.09%

TAX

+13.48%

Winner

MVPL

+19.71%

TAX

+7.77%

Winner

MVPL

+44.80%

TAX

+23.75%

5Y(CAGR)

MVPL

N/A

TAX

+16.73%

10Y(CAGR)

MVPL

N/A

TAX

+11.77%

Max(CAGR)

Winner

MVPL

+30.94%

TAX

+7.04%

MVPL vs TAX - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	MVPL	TAX
2026	+18.83%	+7.56%
2025	+26.19%	+16.54%
2024	+24.37%	+0.26%
2018	N/A	-12.51%
2017	N/A	-13.07%
2016	N/A	-39.66%
2015	N/A	-32.96%
2014	N/A	+48.85%
2013	N/A	+73.94%
2012	N/A	-1.57%

MVPL vs TAX Drawdown Comparison

The maximum drawdown for MVPL was -25.68%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The maximum drawdown for TAX was -77.48%, occurring on Mar 1, 2018. This drawdown has not yet recovered.

The current MVPL drawdown is -1.82%. The current TAX drawdown is -7.50%.

Rank	MVPL	TAX
#1	-25.68% Feb 19, 2025 - Jun 30, 2025	-77.48% Nov 12, 2014 - Mar 1, 2018
#2	-14.98% Jul 16, 2024 - Sep 19, 2024	-35.36% Jul 2, 2012 - Oct 5, 2012
#3	-12.69% Oct 28, 2025 - Apr 16, 2026	-13.80% Jul 23, 2013 - Oct 2, 2013
#4	-11.12% Mar 28, 2024 - May 15, 2024	-12.74% Oct 12, 2012 - Jan 29, 2013
#5	-8.92% Dec 6, 2024 - Feb 19, 2025	-12.16% Aug 6, 2014 - Oct 28, 2014
#6	-8.69% Jun 2, 2026 - Jun 10, 2026	-9.69% Dec 24, 2013 - Jan 21, 2014
#7	-5.96% Oct 8, 2025 - Oct 27, 2025	-9.18% May 3, 2013 - Jul 10, 2013
#8	-5.60% Oct 14, 2024 - Nov 6, 2024	-7.18% Feb 4, 2013 - Apr 10, 2013
#9	-4.75% Jul 25, 2025 - Aug 12, 2025	-5.40% Apr 1, 2014 - Jun 12, 2014
#10	-4.24% Nov 11, 2024 - Nov 26, 2024	-5.31% Feb 21, 2014 - Mar 6, 2014
#11	-4.02% May 14, 2026 - May 26, 2026	-5.23% Oct 4, 2013 - Oct 18, 2013
#12	-3.42% May 21, 2024 - Jun 5, 2024	-5.22% Nov 29, 2013 - Dec 20, 2013
#13	-3.16% Aug 14, 2025 - Aug 27, 2025	-4.94% Oct 22, 2013 - Nov 21, 2013
#14	-2.83% Sep 22, 2025 - Oct 1, 2025	-3.86% Jan 22, 2014 - Feb 10, 2014
#15	-2.83% Aug 28, 2025 - Sep 9, 2025	-3.83% Feb 10, 2014 - Feb 21, 2014