TAX vs BYRE
Comparison between CAMBRIA TAX AWARE ETF (TAX, ETF) and PRINCIPAL REAL ESTATE ACTIVE OPPORTUNITIES ETF (BYRE, ETF).
TAX vs BYRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TAX
$26M
Winner
BYRE
$26M
Expense Ratio
Winner
TAX
0.54%
BYRE
0.60%
Max Drawdown
TAX
80.04%
Winner
BYRE
28.16%
Sharpe Ratio
Winner
TAX
1.13
BYRE
0.63
5Y Beta
TAX
0.97
Winner
BYRE
0.41
P/E Ratio
Winner
TAX
27.04
BYRE
44.20
Forward P/E
Winner
TAX
17.52
BYRE
35.58
PEG Ratio
Winner
TAX
0.94
BYRE
7.89
5Y EPS CAGR
Winner
TAX
23.31%
BYRE
6.54%
Debt to Equity
TAX
91.53%
Winner
BYRE
-3.51%
P/S Ratio
Winner
TAX
1.22
BYRE
7.40
P/B Ratio
TAX
3.16
Winner
BYRE
2.79
TAX vs BYRE - Holdings Comparison
TAX and BYRE have 1 common holdings. Overlap is 0.00%
TAX's top 25 holdings weight is 34.44%. BYRE's top 25 holdings weight is 83.53%.
| Rank | TAX | BYRE |
|---|---|---|
| #1 | STERLING INFRASTRUCTURE INC (STRL) - 2.03% | EQUINIX INC (EQIX) - 8.41% |
| #2 | FLEX LTD (FLEX) - 1.97% | AMERICAN TOWER CORP (AMT) - 7.15% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 1.70% | WELLTOWER INC (WELL) - 7.12% |
| #4 | TWILIO INC CLASS A (TWLO) - 1.61% | CROWN CASTLE INC (CCI) - 5.60% |
| #5 | COMFORT SYSTEMS USA INC (FIX) - 1.57% | PROLOGIS INC (PLD) - 4.57% |
| #6 | VIASAT INC (VSAT) - 1.54% | SABRA HEALTH CARE REIT INC (SBRA) - 4.40% |
| #7 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.46% | IRON MOUNTAIN INC (IRM) - 4.20% |
| #8 | SANMINA CORP (SANM) - 1.45% | VENTAS INC (VTR) - 4.19% |
| #9 | GE VERNOVA INC (GEV) - 1.43% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 4.17% |
| #10 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 1.40% | EXTRA SPACE STORAGE INC (EXR) - 3.99% |
| #11 | JABIL INC (JBL) - 1.39% | AMERICAN HOMES 4 RENT CLASS A (AMH) - 3.37% |
| #12 | F5 INC (FFIV) - 1.35% | EQUITY RESIDENTIAL (EQR) - 3.34% |
| #13 | AMKOR TECHNOLOGY INC (AMKR) - 1.32% | EASTGROUP PROPERTIES INC (EGP) - 2.89% |
| #14 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.29% | HEALTHPEAK PROPERTIES INC (DOC) - 2.43% |
| #15 | UNITED THERAPEUTICS CORP (UTHR) - 1.21% | REXFORD INDUSTRIAL REALTY INC (REXR) - 2.24% |
| #16 | JFROG LTD ORDINARY SHARES (FROG) - 1.21% | DIGITAL REALTY TRUST INC (DLR) - 2.22% |
| #17 | ENERSYS (ENS) - 1.21% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.92% |
| #18 | WESCO INTERNATIONAL INC (WCC) - 1.20% | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 1.84% |
| #19 | KIRBY CORP (KEX) - 1.20% | REGENCY CENTERS CORP (REG) - 1.70% |
| #20 | EMCOR GROUP INC (EME) - 1.19% | GO RESIDENTIAL REAL ESTATE INVESTMENT TRUST UNITS (n/a) - 1.44% |
| #21 | ALPHABET INC CLASS A (GOOGL) - 1.18% | COUSINS PROPERTIES INC (CUZ) - 1.37% |
| #22 | EXELIXIS INC (EXEL) - 1.17% | UI BOUSTEAD REIT UNITS (n/a) - 1.35% |
| #23 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 1.12% | SMARTSTOP SELF STORAGE REIT INC ORDINARY SHARES (SMA) - 1.30% |
| #24 | VALMONT INDUSTRIES INC (VMI) - 1.12% | NATIONAL HEALTH INVESTORS INC (NHI) - 1.18% |
| #25 | MGM RESORTS INTERNATIONAL (MGM) - 1.12% | SAUL CENTERS INC (BFS) - 1.14% |
| Total Holdings | 102 | 52 |
TAX vs BYRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TAX
+2.46%
BYRE
+0.81%
3M
Winner
TAX
+13.27%
BYRE
+7.74%
6M
TAX
+7.02%
Winner
BYRE
+13.93%
1Y
Winner
TAX
+22.88%
BYRE
+11.13%
5Y(CAGR)
Winner
TAX
+16.64%
BYRE
+5.11%
10Y(CAGR)
TAX
+11.50%
BYRE
N/A
Max(CAGR)
Winner
TAX
+6.99%
BYRE
+5.11%
TAX vs BYRE - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | TAX | BYRE |
|---|---|---|
| 2026 | +6.79% | +13.83% |
| 2025 | +16.54% | +3.60% |
| 2024 | +0.26% | +3.12% |
| 2023 | N/A | +11.08% |
| 2022 | N/A | -9.01% |
| 2018 | -12.51% | N/A |
| 2017 | -13.07% | N/A |
| 2016 | -39.66% | N/A |
| 2015 | -32.96% | N/A |
| 2014 | +48.85% | N/A |
| 2013 | +73.94% | N/A |
| 2012 | -1.57% | N/A |
TAX vs BYRE Drawdown Comparison
The maximum drawdown for TAX was -77.48%, occurring on Mar 1, 2018. This drawdown has not yet recovered.
The maximum drawdown for BYRE was -25.68%, occurring on Oct 25, 2023. Recovery took 509 trading sessions.
The current TAX drawdown is -8.15%.
| Rank | TAX | BYRE |
|---|---|---|
| #1 | -77.48% Nov 12, 2014 - Mar 1, 2018 | -25.68% Aug 15, 2022 - Aug 23, 2024 |
| #2 | -35.36% Jul 2, 2012 - Oct 5, 2012 | -15.13% Sep 16, 2024 - Feb 12, 2026 |
| #3 | -13.80% Jul 23, 2013 - Oct 2, 2013 | -12.77% May 27, 2022 - Aug 9, 2022 |
| #4 | -12.74% Oct 12, 2012 - Jan 29, 2013 | -7.76% Mar 2, 2026 - Apr 16, 2026 |
| #5 | -12.16% Aug 6, 2014 - Oct 28, 2014 | -3.43% May 26, 2026 - Jun 12, 2026 |
| #6 | -9.69% Dec 24, 2013 - Jan 21, 2014 | -2.79% Apr 20, 2026 - Apr 30, 2026 |
| #7 | -9.18% May 3, 2013 - Jul 10, 2013 | -2.48% May 6, 2026 - May 20, 2026 |
| #8 | -7.18% Feb 4, 2013 - Apr 10, 2013 | -1.68% Feb 17, 2026 - Mar 2, 2026 |
| #9 | -5.40% Apr 1, 2014 - Jun 12, 2014 | -0.88% Apr 30, 2026 - May 6, 2026 |
| #10 | -5.31% Feb 21, 2014 - Mar 6, 2014 | -0.55% Aug 27, 2024 - Aug 30, 2024 |
| #11 | -5.23% Oct 4, 2013 - Oct 18, 2013 | -0.46% Aug 10, 2022 - Aug 12, 2022 |
| #12 | -5.22% Nov 29, 2013 - Dec 20, 2013 | -0.24% May 25, 2022 - May 27, 2022 |
| #13 | -4.94% Oct 22, 2013 - Nov 21, 2013 | -0.22% Aug 23, 2024 - Aug 27, 2024 |
| #14 | -3.86% Jan 22, 2014 - Feb 10, 2014 | -0.21% Sep 4, 2024 - Sep 9, 2024 |
| #15 | -3.83% Feb 10, 2014 - Feb 21, 2014 | -0.09% Sep 10, 2024 - Sep 12, 2024 |
Correlation
Correlation between TAX and BYRE is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.69
-101
Dividend Comparison (2015 - 2026)
TAX vs BYRE dividend yield comparison.
| Year | TAX | BYRE |
|---|---|---|
| 2026 | 0.00% | 0.58% |
| 2025 | 0.34% | 2.71% |
| 2024 | 0.23% | 2.31% |
| 2023 | 0.00% | 2.63% |
| 2022 | 0.00% | 1.86% |
| 2018 | 5.22% | 0.00% |
| 2017 | 5.82% | 0.00% |
| 2016 | 4.78% | 0.00% |
| 2015 | 2.01% | 0.00% |
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