TAX vs PWS
Comparison between CAMBRIA TAX AWARE ETF (TAX, ETF) and PACER WEALTHSHIELD ETF (PWS, ETF).
5-Year PerformanceTAX has outperformed PWS, delivering a return of +16.6% compared to +1.0%
TAX vs PWS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TAX
$26M
PWS
$25M
Expense Ratio
Winner
TAX
0.54%
PWS
0.60%
Max Drawdown
TAX
80.04%
Winner
PWS
26.79%
Sharpe Ratio
Winner
TAX
1.13
PWS
0.52
5Y Beta
TAX
0.97
Winner
PWS
0.31
P/E Ratio
Winner
TAX
27.04
PWS
100.42
Forward P/E
Winner
TAX
17.52
PWS
22.17
PEG Ratio
TAX
0.94
PWS
N/A
5Y Dividends CAGR
TAX
N/A
PWS
27.40%
5Y EPS CAGR
Winner
TAX
23.31%
PWS
19.63%
Debt to Equity
TAX
91.53%
Winner
PWS
-3.92%
P/S Ratio
Winner
TAX
1.22
PWS
3.44
P/B Ratio
Winner
TAX
3.16
PWS
7.14
TAX vs PWS - Holdings Comparison
TAX and PWS have 35 common holdings. Overlap is 6.47%
TAX's top 25 holdings weight is 34.44%. PWS's top 25 holdings weight is 42.45%.
| Rank | TAX | PWS |
|---|---|---|
| #1 | STERLING INFRASTRUCTURE INC (STRL) - 2.03% | AMAZON.COM INC (AMZN) - 6.55% |
| #2 | FLEX LTD (FLEX) - 1.97% | NVIDIA CORP (NVDA) - 4.17% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 1.70% | APPLE INC (AAPL) - 3.78% |
| #4 | TWILIO INC CLASS A (TWLO) - 1.61% | TESLA INC (TSLA) - 3.63% |
| #5 | COMFORT SYSTEMS USA INC (FIX) - 1.57% | ELI LILLY AND CO (LLY) - 2.92% |
| #6 | VIASAT INC (VSAT) - 1.54% | MICROSOFT CORP (MSFT) - 2.83% |
| #7 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.46% | JOHNSON & JOHNSON (JNJ) - 2.09% |
| #8 | SANMINA CORP (SANM) - 1.45% | ABBVIE INC (ABBV) - 1.69% |
| #9 | GE VERNOVA INC (GEV) - 1.43% | GE AEROSPACE (GE) - 1.48% |
| #10 | JAZZ PHARMACEUTICALS PLC (JAZZ) - 1.40% | BROADCOM INC (AVGO) - 1.46% |
| #11 | JABIL INC (JBL) - 1.39% | CATERPILLAR INC (CAT) - 1.42% |
| #12 | F5 INC (FFIV) - 1.35% | THE HOME DEPOT INC (HD) - 1.21% |
| #13 | AMKOR TECHNOLOGY INC (AMKR) - 1.32% | RTX CORP (RTX) - 1.11% |
| #14 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.29% | MERCK & CO INC (MRK) - 1.07% |
| #15 | UNITED THERAPEUTICS CORP (UTHR) - 1.21% | AMGEN INC (AMGN) - 1.03% |
| #16 | JFROG LTD ORDINARY SHARES (FROG) - 1.21% | GE VERNOVA INC (GEV) - 0.97% |
| #17 | ENERSYS (ENS) - 1.21% | GILEAD SCIENCES INC (GILD) - 0.95% |
| #18 | WESCO INTERNATIONAL INC (WCC) - 1.20% | UNITEDHEALTH GROUP INC (UNH) - 0.93% |
| #19 | KIRBY CORP (KEX) - 1.20% | MCDONALD'S CORP (MCD) - 0.78% |
| #20 | EMCOR GROUP INC (EME) - 1.19% | BOEING CO (BA) - 0.73% |
| #21 | ALPHABET INC CLASS A (GOOGL) - 1.18% | QUANTA SERVICES INC (PWR) - 0.34% |
| #22 | EXELIXIS INC (EXEL) - 1.17% | ARCELLX INC (ACLX) - 0.33% |
| #23 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 1.12% | CUMMINS INC (CMI) - 0.33% |
| #24 | VALMONT INDUSTRIES INC (VMI) - 1.12% | CSX CORP (CSX) - 0.33% |
| #25 | MGM RESORTS INTERNATIONAL (MGM) - 1.12% | INCYTE CORP (INCY) - 0.32% |
| Total Holdings | 102 | 361 |
TAX vs PWS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TAX
+2.46%
PWS
+0.11%
3M
Winner
TAX
+13.27%
PWS
+0.56%
6M
Winner
TAX
+7.02%
PWS
-0.28%
1Y
Winner
TAX
+22.88%
PWS
+9.49%
5Y(CAGR)
Winner
TAX
+16.64%
PWS
+0.99%
10Y(CAGR)
Winner
TAX
+11.50%
PWS
+4.38%
Max(CAGR)
Winner
TAX
+6.99%
PWS
+4.38%
TAX vs PWS - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | TAX | PWS |
|---|---|---|
| 2026 | +6.79% | -0.92% |
| 2025 | +16.54% | +8.26% |
| 2024 | +0.26% | +15.03% |
| 2023 | N/A | -2.91% |
| 2022 | N/A | -12.60% |
| 2021 | N/A | +16.02% |
| 2020 | N/A | +21.63% |
| 2019 | N/A | +0.39% |
| 2018 | -12.51% | -3.56% |
| 2017 | -13.07% | +0.96% |
| 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 PWS 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 PWS was -24.93%, occurring on May 25, 2023. Recovery took 983 trading sessions.
The current TAX drawdown is -8.15%. The current PWS drawdown is -4.12%.
| Rank | TAX | PWS |
|---|---|---|
| #1 | -77.48% Nov 12, 2014 - Mar 1, 2018 | -24.93% Nov 18, 2021 - Oct 21, 2025 |
| #2 | -35.36% Jul 2, 2012 - Oct 5, 2012 | -19.61% Aug 29, 2018 - Sep 1, 2020 |
| #3 | -13.80% Jul 23, 2013 - Oct 2, 2013 | -9.54% Jan 26, 2018 - Aug 29, 2018 |
| #4 | -12.74% Oct 12, 2012 - Jan 29, 2013 | -8.84% Sep 2, 2020 - Oct 12, 2020 |
| #5 | -12.16% Aug 6, 2014 - Oct 28, 2014 | -7.98% Oct 13, 2020 - Nov 5, 2020 |
| #6 | -9.69% Dec 24, 2013 - Jan 21, 2014 | -7.05% Jun 4, 2021 - Oct 18, 2021 |
| #7 | -9.18% May 3, 2013 - Jul 10, 2013 | -6.88% Jan 22, 2026 - Jun 2, 2026 |
| #8 | -7.18% Feb 4, 2013 - Apr 10, 2013 | -6.01% Oct 31, 2025 - Jan 22, 2026 |
| #9 | -5.40% Apr 1, 2014 - Jun 12, 2014 | -5.28% Feb 8, 2021 - Mar 11, 2021 |
| #10 | -5.31% Feb 21, 2014 - Mar 6, 2014 | -4.15% Mar 15, 2021 - Apr 14, 2021 |
| #11 | -5.23% Oct 4, 2013 - Oct 18, 2013 | -4.09% Jan 20, 2021 - Feb 4, 2021 |
| #12 | -5.22% Nov 29, 2013 - Dec 20, 2013 | -2.85% May 7, 2021 - May 17, 2021 |
| #13 | -4.94% Oct 22, 2013 - Nov 21, 2013 | -2.66% Dec 22, 2020 - Jan 6, 2021 |
| #14 | -3.86% Jan 22, 2014 - Feb 10, 2014 | -2.49% May 17, 2021 - Jun 1, 2021 |
| #15 | -3.83% Feb 10, 2014 - Feb 21, 2014 | -1.81% Nov 5, 2020 - Nov 16, 2020 |
Correlation
Correlation between TAX and PWS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2015 - 2026)
TAX vs PWS dividend yield comparison.
| Year | TAX | PWS |
|---|---|---|
| 2026 | 0.00% | 0.26% |
| 2025 | 0.34% | 1.59% |
| 2024 | 0.23% | 1.33% |
| 2023 | 0.00% | 2.21% |
| 2022 | 0.00% | 1.45% |
| 2021 | 0.00% | 0.94% |
| 2020 | 0.00% | 0.53% |
| 2019 | 0.00% | 1.77% |
| 2018 | 5.22% | 1.16% |
| 2017 | 5.82% | 0.00% |
| 2016 | 4.78% | 0.00% |
| 2015 | 2.01% | 0.00% |
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