CAMX vs MOTO
Cambiar Aggressive Value ETF vs Guinness Atkinson Smart Transportation & Technology ETF
Which is better, CAMX or MOTO?
Each has led over a different period.
CAMX has a lower expense ratio. CAMX led over 1Y and the full window, MOTO over 3Y. CAMX is less concentrated, with 40.9% of the fund in its ten largest positions against 44.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CAMX | MOTO |
|---|---|---|
| Expense Ratio | 0.59%Best | 0.68% |
| AUM | $68M | $7M |
| Dividend Yield | 1.36% | 0.97% |
| Holdings | 71 | 77 |
| YTD Return | +14.82%Best | +6.20% |
| 1Y Return | +18.40%Best | +8.77% |
| 3Y Return (annualized) | +15.27% | +17.39%Best |
| 5Y Return (annualized) | - | +5.06% |
| Volatility (annualized) | 13.6%Best | 20.6% |
| Max Drawdown | -15.7%Best | -26.4% |
| $10,000 over 3.7 years | $15,350Best | $15,119 |
| Top 10 Weight | 40.9%Best | 44.5% |
| Fund Family | Cambiar Investors, LLC | SmartETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 13, 2023 | Nov 15, 2019 |
Volatility and max drawdown, and the $10,000 over 3.7 years row, are measured over the window both funds cover: Feb 13, 2023 to Nov 11, 2026 (3.7 years).
CAMX vs MOTO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.7 years both funds cover.
CAMX vs MOTO Performance
Cambiar Aggressive Value ETF (CAMX) is an ETF from Cambiar Investors, LLC and Guinness Atkinson Smart Transportation & Technology ETF (MOTO) is an ETF from SmartETFs. Over the past year CAMX returned +18.40% while MOTO returned +8.77%. Year to date, CAMX is up 14.82% versus a gain of 6.20% for MOTO.
Over three years, CAMX compounded at +15.27% per year against +17.39% for MOTO. Across the full 4-year window we track, CAMX has the edge at +12.28% annualized vs +11.82%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MOTO has been the more volatile fund, with annualized monthly volatility of 20.6% compared with 13.6% 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 -26.4% for MOTO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CAMX charges 0.59% per year while MOTO charges 0.68%. On a $10,000 position that is $59 vs $68 annually, a gap of $9 per year that compounds over a long holding period. On income, CAMX currently yields 1.36% against 0.97% for MOTO.
Holdings Overlap
We hold position weights for 34 holdings in CAMX and 38 in MOTO, totalling 99.4% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 34 positions we hold weights for in CAMX and 38 in MOTO, against full books of 71 and 77.
What only one of them owns
Our book lists 20 positions for MOTO that do not appear in our book for CAMX (58.2% of the fund), and 31 for CAMX that do not appear in MOTO (92.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of CAMX and MOTO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CAMX or MOTO?
CAMX has an expense ratio of 0.59% while MOTO charges 0.68%. CAMX is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, CAMX or MOTO?
Over the past year CAMX returned +18.40% vs +8.77% for MOTO, so CAMX leads on 1-year performance. Over the longest common window we track (4 years), CAMX annualized +12.28% vs +11.82% for MOTO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CAMX or MOTO?
MOTO has been the more volatile fund at 20.6% annualized versus 13.6% for CAMX. Worst drawdown: CAMX -15.7% vs MOTO -26.4%.
Should I hold both CAMX and MOTO?
CAMX and MOTO have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CAMX or MOTO?
CAMX yields 1.36% while MOTO yields 0.97%, so CAMX currently pays the higher dividend yield.
Is MOTO better than CAMX?
CAMX has a lower expense ratio. CAMX led over 1Y and the full window, MOTO over 3Y. CAMX is less concentrated, with 40.9% of the fund in its ten largest positions against 44.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.