Cambria Global Value ETF

Shareclass

Cambria Global Value ETF (GVAL)

Type

Exchange-traded fund

Manager

CAMBRIA ETF TRUST

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

45.9

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 593 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Aviva PLC
0.91% of assets
$1.49M invested
2. Iberdrola SA
1.02% of assets
$1.67M invested
3. Lloyds Banking Group PLC
1.08% of assets
$1.78M invested
4. Vodafone Group PLC
0.81% of assets
$1.33M invested
5. Shell PLC
0.75% of assets
$1.23M invested
6. BP PLC
0.64% of assets
$1.06M invested
7. Endesa SA
1.07% of assets
$1.75M invested
8. Banco Santander SA
0.98% of assets
$1.61M invested
9. Banco Bilbao Vizcaya Argentaria SA
0.89% of assets
$1.45M invested
10. Swire Properties Ltd
0.83% of assets
$1.37M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Jastrzebska Spolka Weglowa SA
0.53% of assets
$870,854 invested
2. Andritz AG
0.69% of assets
$1.14M invested
3. XTB SA
0.72% of assets
$1.18M invested
4. Geely Automobile Holdings Ltd
1.4% of assets
$2.29M invested
5. CK Hutchison Holdings Ltd
0.89% of assets
$1.45M invested
6. Polska Grupa Energetyczna SA
0.83% of assets
$1.36M invested
7. Sembcorp Industries Ltd
0.88% of assets
$1.45M invested
8. Sino Land Co Ltd
0.73% of assets
$1.19M invested
9. CK Asset Holdings Ltd
0.74% of assets
$1.22M invested
10. Wharf Real Estate Investment Co Ltd
0.61% of assets
$994,849 invested

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Financial performance

Performance data provided by

Find more financial data on GVAL at Morningstar.com

Gender Equality and Returns

Returns chart for Cambria Global Value ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

GVAL

Cambria Global Value ETF

Family

CAMBRIA ETF TRUST

Category

Foreign Small/Mid Value

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.84% more in annualized returns

Lower overall gender equality score

2 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

GVAL

Cambria Global Value ETF

Family

CAMBRIA ETF TRUST

Category

Foreign Small/Mid Value

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.84% more in annualized returns

Lower overall gender equality score

2 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

GVAL

Cambria Global Value ETF

Family

CAMBRIA ETF TRUST

Category

Foreign Small/Mid Value

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.84% more in annualized returns

Lower overall gender equality score

2 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
GVAL - Cambria Global Value ETF

20%

10%

14%

5.77%

55 / 100 points

Benchmark

6.75%

4.94%

11%

4.92%

57 / 100 points

Fund compared to benchmark

13%

5.5%

3.25%

0.84%

2 / 100 points lower

Find more financial data on GVAL at Morningstar.com

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