TAX vs MVPL

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

TAX vs MVPL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

TAX

$26M

MVPL

$25M

Expense Ratio

TAX

0.54%

MVPL

N/A

Max Drawdown

TAX

80.04%

Winner

MVPL

30.13%

Sharpe Ratio

TAX

1.13

Winner

MVPL

1.48

5Y Beta

Winner

TAX

0.97

MVPL

1.43

P/E Ratio

TAX

27.04

MVPL

N/A

Forward P/E

TAX

17.52

MVPL

N/A

PEG Ratio

TAX

0.94

MVPL

N/A

5Y EPS CAGR

TAX

23.31%

MVPL

N/A

Debt to Equity

TAX

91.53%

MVPL

N/A

P/S Ratio

TAX

1.22

MVPL

N/A

P/B Ratio

TAX

3.16

MVPL

N/A

TAX vs MVPL - Holdings Comparison

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

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

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

TAX vs MVPL - Historical Returns

Returns include dividend reinvestment.

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

Winner

TAX

+5.24%

MVPL

+3.42%

TAX

+13.48%

Winner

MVPL

+24.09%

TAX

+7.77%

Winner

MVPL

+19.71%

TAX

+23.75%

Winner

MVPL

+44.80%

5Y(CAGR)

TAX

+16.73%

MVPL

N/A

10Y(CAGR)

TAX

+11.77%

MVPL

N/A

Max(CAGR)

TAX

+7.04%

Winner

MVPL

+30.94%

TAX vs MVPL - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	TAX	MVPL
2026	+7.56%	+18.83%
2025	+16.54%	+26.19%
2024	+0.26%	+24.37%
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 MVPL 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 MVPL was -25.68%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

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

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