CAMX vs IVV

CAMX vs IVV
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricCAMXIVVWinner
Expense Ratio0.59%0.03%
AUM$70M$907.0B
Dividend Yield1.62%1.10%
Holdings35508
YTD Return+12.70%+12.28%
1Y Return+15.53%+20.94%
3Y Return (annualized)+13.87%+21.81%
5Y Return (annualized)-+13.05%
Volatility (annualized)13.1%15.1%
Max Drawdown-15.7%-56.5%
Fund FamilyCambiar Investors, LLCiShares by BlackRock (US)
CategoryEquityEquity
InceptionFeb 13, 2023May 15, 2000

CAMX vs IVV Performance

Cambiar Aggressive Value ETF (CAMX) is a ETF from Cambiar Investors, LLC and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CAMX returned +15.53% while IVV returned +20.94%. Year to date, CAMX is up 12.70% versus a gain of 12.28% for IVV.

Over three years, CAMX compounded at +13.87% per year against +21.81% for IVV. Across the full 4-year window we track, CAMX has the edge at +12.53% annualized vs +6.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.1% for CAMX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -15.7% for CAMX and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CAMX charges 0.59% per year while IVV charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, CAMX currently yields 1.62% against 1.10% for IVV.

Holdings Overlap

9.2%overlap

CAMX and IVV share 22 holdings out of 515 unique holdings combined, representing a 9.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CAMXWeight in IVVDifference
AMZN3.38%3.75%0.37%
GOOGL3.24%3.15%0.09%
UBER4.72%0.23%4.49%
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LUVProProPro
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Frequently Asked Questions

Which is cheaper, CAMX or IVV?

CAMX has an expense ratio of 0.59% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, CAMX or IVV?

Over the past year CAMX returned +15.53% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (4 years), CAMX annualized +12.53% vs +6.98% for IVV. Past performance does not guarantee future results.

Which is riskier, CAMX or IVV?

IVV has been the more volatile fund at 15.1% annualized versus 13.1% for CAMX. Worst drawdown: CAMX -15.7% vs IVV -56.5%.

Should I hold both CAMX and IVV?

CAMX and IVV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CAMX and IVV?

CAMX and IVV share 22 common holdings with a 9.2% weight overlap. Combined, they hold 515 unique securities.

Which pays a higher dividend, CAMX or IVV?

CAMX yields 1.62% while IVV yields 1.10%, so CAMX currently pays the higher dividend yield.

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