SWP vs TAIL
Comparison between SWP GROWTH & INCOME ETF (SWP, ETF) and CAMBRIA TAIL RISK ETF (TAIL, ETF).
SWP vs TAIL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SWP vs TAIL - Holdings Comparison
SWP and TAIL have 1 common holdings. Overlap is 2.51%
SWP's top 25 holdings weight is 68.91%. TAIL's top 25 holdings weight is 3.05%.
| Rank | SWP | TAIL |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 5.50% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 3.05% |
| #2 | APPLE INC (AAPL) - 4.50% | N/A |
| #3 | BROADCOM INC (AVGO) - 4.17% | N/A |
| #4 | ALPHABET INC CLASS A (GOOGL) - 3.73% | N/A |
| #5 | META PLATFORMS INC CLASS A (META) - 3.65% | N/A |
| #6 | PROLOGIS INC (PLD) - 2.83% | N/A |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.80% | N/A |
| #8 | PHILIP MORRIS INTERNATIONAL INC (PM) - 2.72% | N/A |
| #9 | UNITED RENTALS INC (URI) - 2.71% | N/A |
| #10 | THE GOLDMAN SACHS GROUP INC (GS) - 2.70% | N/A |
| #11 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.53% | N/A |
| #12 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 2.51% | N/A |
| #13 | AMERICAN EXPRESS CO (AXP) - 2.39% | N/A |
| #14 | ORACLE CORP (ORCL) - 2.37% | N/A |
| #15 | CITIGROUP INC (C) - 2.30% | N/A |
| #16 | ELI LILLY AND CO (LLY) - 2.24% | N/A |
| #17 | ABBVIE INC (ABBV) - 2.23% | N/A |
| #18 | BLACKSTONE INC (BX) - 2.23% | N/A |
| #19 | TJX COMPANIES INC (TJX) - 2.22% | N/A |
| #20 | NEXTERA ENERGY INC (NEE) - 2.18% | N/A |
| #21 | RTX CORP (RTX) - 2.16% | N/A |
| #22 | EMERSON ELECTRIC CO (EMR) - 2.15% | N/A |
| #23 | CENCORA INC (COR) - 2.07% | N/A |
| #24 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.01% | N/A |
| #25 | BLACKROCK INC (BLK) - 2.01% | N/A |
| Total Holdings | 76 | 1 |
SWP vs TAIL - Historical Returns
Returns include dividend reinvestment.
SWP vs TAIL - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SWP | TAIL |
|---|---|---|
| 2026 | +4.58% | -7.35% |
| 2025 | +16.94% | +5.21% |
| 2024 | +1.24% | -9.82% |
| 2023 | N/A | -13.63% |
| 2022 | N/A | -12.20% |
| 2021 | N/A | -13.35% |
| 2020 | N/A | +6.87% |
| 2019 | N/A | -14.24% |
| 2018 | N/A | +4.21% |
| 2017 | N/A | -7.70% |
SWP vs TAIL Drawdown Comparison
The maximum drawdown for SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.
The maximum drawdown for TAIL was -52.36%, occurring on Jan 23, 2025. This drawdown has not yet recovered.
The current SWP drawdown is -2.16%. The current TAIL drawdown is -52.22%.
| Rank | SWP | TAIL |
|---|---|---|
| #1 | -16.40% Feb 11, 2025 - Jul 1, 2025 | -52.36% Apr 2, 2020 - Jan 23, 2025 |
| #2 | -9.97% Feb 10, 2026 - Apr 17, 2026 | -20.50% Dec 24, 2018 - Mar 12, 2020 |
| #3 | -5.57% Nov 29, 2024 - Jan 23, 2025 | -18.52% Jun 14, 2017 - Dec 24, 2018 |
| #4 | -3.54% Nov 12, 2025 - Nov 26, 2025 | -6.16% Mar 23, 2020 - Apr 2, 2020 |
| #5 | -3.47% Sep 22, 2025 - Oct 24, 2025 | -4.24% Mar 12, 2020 - Mar 16, 2020 |
| #6 | -3.26% Jun 4, 2026 - Jun 25, 2026 | -2.28% Mar 16, 2020 - Mar 20, 2020 |
| #7 | -2.98% Oct 18, 2024 - Nov 6, 2024 | N/A |
| #8 | -2.93% Dec 10, 2025 - Jan 5, 2026 | N/A |
| #9 | -2.35% Jan 16, 2026 - Feb 6, 2026 | N/A |
| #10 | -2.06% May 6, 2026 - May 22, 2026 | N/A |
| #11 | -2.03% Jul 25, 2025 - Aug 13, 2025 | N/A |
| #12 | -1.48% Apr 20, 2026 - May 6, 2026 | N/A |
| #13 | -1.48% Nov 11, 2024 - Nov 21, 2024 | N/A |
| #14 | -1.29% Aug 13, 2025 - Aug 22, 2025 | N/A |
| #15 | -1.24% Sep 30, 2024 - Oct 9, 2024 | N/A |
Correlation
Correlation between SWP and TAIL is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2017 - 2026)
SWP vs TAIL dividend yield comparison.
| Year | SWP | TAIL |
|---|---|---|
| 2026 | 4.46% | 1.19% |
| 2025 | 5.64% | 2.88% |
| 2024 | 0.44% | 3.48% |
| 2023 | 0.00% | 3.74% |
| 2022 | 0.00% | 1.49% |
| 2021 | 0.00% | 0.49% |
| 2020 | 0.00% | 0.36% |
| 2019 | 0.00% | 1.58% |
| 2018 | 0.00% | 1.52% |
| 2017 | 0.00% | 0.91% |
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