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XOMO vs TAX

Comparison between YIELDMAX(R) XOM OPTION INCOME STRATEGY ETF (XOMO, ETF) and CAMBRIA TAX AWARE ETF (TAX, ETF).

XOMO vs TAX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XOMO
$25M
Winner
TAX
$26M
Expense Ratio
XOMO
1.17%
Winner
TAX
0.54%
Max Drawdown
Winner
XOMO
45.57%
TAX
80.04%
Sharpe Ratio
XOMO
0.96
Winner
TAX
1.13
5Y Beta
Winner
XOMO
0.28
TAX
0.97
P/E Ratio
XOMO
N/A
TAX
27.04
Forward P/E
XOMO
N/A
TAX
17.52
PEG Ratio
XOMO
N/A
TAX
0.94
5Y EPS CAGR
XOMO
N/A
TAX
23.31%
Debt to Equity
XOMO
N/A
TAX
91.53%
P/S Ratio
XOMO
N/A
TAX
1.22
P/B Ratio
XOMO
N/A
TAX
3.16

XOMO vs TAX - Holdings Comparison

XOMO and TAX have 1 common holdings. Overlap is 0.19%

XOMO's top 25 holdings weight is 0.41%. TAX's top 25 holdings weight is 34.44%.

RankXOMOTAX
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.41%
STERLING INFRASTRUCTURE INC (STRL) - 2.03%
#2N/A
FLEX LTD (FLEX) - 1.97%
#3N/A
ADVANCED MICRO DEVICES INC (AMD) - 1.70%
#4N/A
TWILIO INC CLASS A (TWLO) - 1.61%
#5N/A
COMFORT SYSTEMS USA INC (FIX) - 1.57%
#6N/A
VIASAT INC (VSAT) - 1.54%
#7N/A
REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.46%
#8N/A
SANMINA CORP (SANM) - 1.45%
#9N/A
GE VERNOVA INC (GEV) - 1.43%
#10N/A
JAZZ PHARMACEUTICALS PLC (JAZZ) - 1.40%
#11N/A
JABIL INC (JBL) - 1.39%
#12N/A
F5 INC (FFIV) - 1.35%
#13N/A
AMKOR TECHNOLOGY INC (AMKR) - 1.32%
#14N/A
ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.29%
#15N/A
UNITED THERAPEUTICS CORP (UTHR) - 1.21%
#16N/A
JFROG LTD ORDINARY SHARES (FROG) - 1.21%
#17N/A
ENERSYS (ENS) - 1.21%
#18N/A
WESCO INTERNATIONAL INC (WCC) - 1.20%
#19N/A
KIRBY CORP (KEX) - 1.20%
#20N/A
EMCOR GROUP INC (EME) - 1.19%
#21N/A
ALPHABET INC CLASS A (GOOGL) - 1.18%
#22N/A
EXELIXIS INC (EXEL) - 1.17%
#23N/A
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 1.12%
#24N/A
VALMONT INDUSTRIES INC (VMI) - 1.12%
#25N/A
MGM RESORTS INTERNATIONAL (MGM) - 1.12%
Total Holdings1102

XOMO vs TAX - Historical Returns

Returns include dividend reinvestment.

1M
XOMO
-1.31%
Winner
TAX
+2.46%
3M
XOMO
-4.75%
Winner
TAX
+13.27%
6M
Winner
XOMO
+16.14%
TAX
+7.02%
1Y
Winner
XOMO
+23.90%
TAX
+22.88%
5Y(CAGR)
XOMO
N/A
TAX
+16.64%
10Y(CAGR)
XOMO
N/A
TAX
+11.50%
Max(CAGR)
XOMO
+6.46%
Winner
TAX
+6.99%

XOMO vs TAX - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearXOMOTAX
2026+14.19%+6.79%
2025+7.02%+16.54%
2024+4.25%+0.26%
2023-8.56%N/A
2018N/A-12.51%
2017N/A-13.07%
2016N/A-39.66%
2015N/A-32.96%
2014N/A+48.85%
2013N/A+73.94%
2012N/A-1.57%

XOMO vs TAX Drawdown Comparison

The maximum drawdown for XOMO was -18.94%, occurring on Apr 10, 2025. Recovery took 318 trading sessions.

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

The current XOMO drawdown is -11.68%. The current TAX drawdown is -8.15%.

RankXOMOTAX
#1-18.94%
Oct 7, 2024 - Jan 14, 2026
-77.48%
Nov 12, 2014 - Mar 1, 2018
#2-13.72%
Mar 30, 2026 - May 29, 2026
-35.36%
Jul 2, 2012 - Oct 5, 2012
#3-13.48%
Sep 14, 2023 - Apr 2, 2024
-13.80%
Jul 23, 2013 - Oct 2, 2013
#4-8.36%
Apr 10, 2024 - Oct 1, 2024
-12.74%
Oct 12, 2012 - Jan 29, 2013
#5-4.73%
Feb 11, 2026 - Mar 13, 2026
-12.16%
Aug 6, 2014 - Oct 28, 2014
#6-1.65%
Jan 30, 2026 - Feb 3, 2026
-9.69%
Dec 24, 2013 - Jan 21, 2014
#7-1.26%
Feb 4, 2026 - Feb 6, 2026
-9.18%
May 3, 2013 - Jul 10, 2013
#8-0.76%
Jan 14, 2026 - Jan 20, 2026
-7.18%
Feb 4, 2013 - Apr 10, 2013
#9-0.66%
Mar 24, 2026 - Mar 26, 2026
-5.40%
Apr 1, 2014 - Jun 12, 2014
#10-0.56%
Jan 21, 2026 - Jan 23, 2026
-5.31%
Feb 21, 2014 - Mar 6, 2014
#11-0.53%
Apr 5, 2024 - Apr 10, 2024
-5.23%
Oct 4, 2013 - Oct 18, 2013
#12-0.39%
Sep 8, 2023 - Sep 12, 2023
-5.22%
Nov 29, 2013 - Dec 20, 2013
#13-0.30%
Mar 17, 2026 - Mar 19, 2026
-4.94%
Oct 22, 2013 - Nov 21, 2013
#14-0.10%
Sep 1, 2023 - Sep 6, 2023
-3.86%
Jan 22, 2014 - Feb 10, 2014
#15-0.06%
Sep 6, 2023 - Sep 8, 2023
-3.83%
Feb 10, 2014 - Feb 21, 2014

Correlation

Correlation between XOMO and TAX is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (2015 - 2026)

XOMO vs TAX dividend yield comparison.

YearXOMOTAX
202619.03%0.00%
202531.64%0.34%
202426.94%0.23%
20235.13%0.00%
20180.00%5.22%
20170.00%5.82%
20160.00%4.78%
20150.00%2.01%

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