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TAX:NASDAQCambria Tax Aware ETF Analysis

Data as of 2026-09-09 - not real-time

$30.96

Latest Price

4/10Risk

Risk Level: Medium

Executive Summary

Cambria Tax Aware ETF trades at $30.96, with its short-term moving averages stacked above the longer-term ones — a bullish trend structure. RSI sits at 44.3, which reads as neutral, and MACD momentum is bearish. Recent trading has carved out support near $30.58 and resistance around $32.20.
The 0.54% expense ratio is middling for its category, and the fund manages $25.4M in assets.
The composite risk read is 4/10, putting it in moderate territory. With 30-day volatility of 14.9%, a beta of 1.12 and a maximum drawdown of 11.0%, position sizing matters here. Thin trading volumes mean execution costs can be material on larger orders. The wider market backdrop reads extreme greed at 93 on the fear-greed composite.
Near-term and long-term part ways here — buy short-term against hold longer out, with 3/10 conviction on the long call.

Market Outlook

Short Term

< 1 year
Positive
Model confidence: 5/10

Key Factors

  • Short-term moving averages stacked above long-term ones
  • Trading above the 200-day average of 29.56
  • MACD momentum is negative

Medium Term

1–3 years
Positive
Model confidence: 4/10

Key Factors

  • Short-term moving averages stacked above long-term ones
  • Trading above the 200-day average of 29.56
  • MACD momentum is negative

Long Term

> 3 years
Neutral
Model confidence: 3/10

Key Factors

  • Thin trading liquidity raises execution risk
  • Short-term moving averages stacked above long-term ones
  • 30-day volatility of 14.9%

Key Metrics & Analysis

Fund Metrics

Expense Ratio0.54%
AUM$25.4M
Inception Date2024-12-17
Avg Daily Volume890
Premium/Discount0.00%
Tracking Error0.00%
Dividend Yield0.32%

Technical Analysis

TrendBullish
RSI44.3
Support$30.58
Resistance$32.20
MA 20$31.49
MA 50$31.22
MA 200$29.56
MACDBearish
VolumeIncreasing
Fear & Greed Index93.36

Risk Assessment

Beta1.12
Volatility14.93%
Sector RiskMedium
Currency RiskLow
Liquidity RiskHigh

This analysis may contain inaccuracies and is provided for informational and research purposes only. It is not personal investment advice, a recommendation, or an instruction to buy, sell, or hold any asset.