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GAA
+1.81 · +5.73%
$33.48 · BATS

Cambria Global Asset Allocation ETF (GAA) ETF Analysis | Global Moderate Allocation

Cambria Investment Management · United States
AUM:$67.9M
#– of – in Global Moderate Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 25.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.43% — moderate cost. Consider how fees compound over long holding periods.

What is GAA?

Under normal market conditions, the fund invests at least 80% of its total assets in affiliated and unaffiliated exchange-traded funds (ETFs) and other exchange-traded products (ETPs) (collectively, underlying vehicles) that provide exposure to various (i) investment asset classes, including equity and fixed income securities, real estate, commodities, and currencies, and (ii) factors such as value, momentum, and trend investing.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
GAA delivered 25.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.43%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 56.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$67.9M
Expense Ratio0.43%
Dividend Yield4.08%
Holdings27
Inception DateDec 2014
DomicileUnited States
DistributionNA
Index–
ProviderCambria Investment Management
Beta0.84
CategoryGlobal Moderate Allocation
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.8%
1Y
+17.8%
3Y
+48.7%
5Y
+39.1%
OpenBook InsightIf you had invested £10,000 in GAA 5 years ago, it would have grown to £13,906 — a gain of £3,906.

Annual Returns

Calendar year performance

GAA delivered positive returns in 4 of the last 5 calendar years.
YearGAA
2026 YTD+11.7%
2025+18.9%
2024+7.4%
2023+5.8%
2022-8.1%
CAGR 4yr+5.6%
4/5 positive yearsAvg return: +7.2%Worst year: -8.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
6.9%
Low
Momentum
+3.3%
30-day change
Support Level
34.76
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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