CAMX vs SCHD
Cambiar Aggressive Value ETF vs Schwab US Dividend Equity ETF
Which is better, CAMX or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. CAMX is less concentrated, with 41.1% of the fund in its ten largest positions against 41.5%.
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 | SCHD |
|---|---|---|
| Expense Ratio | 0.59% | 0.06%Best |
| AUM | $69M | $112.2B |
| Dividend Yield | 1.62% | 3.13% |
| Holdings | 33 | 103 |
| YTD Return | +12.38% | +27.56%Best |
| 1Y Return | +15.35% | +30.29%Best |
| 3Y Return (annualized) | +13.22% | +16.37%Best |
| 5Y Return (annualized) | - | +10.23% |
| Volatility (annualized) | 12.9%Best | 13.1% |
| Max Drawdown | -15.7%Best | -16.1% |
| $10,000 over 3.6 years | $15,174 | $15,359Best |
| Top 10 Weight | 41.1%Best | 41.5% |
| Fund Family | Cambiar Investors, LLC | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Feb 13, 2023 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Feb 13, 2023 to Sep 4, 2026 (3.6 years).
CAMX vs SCHD 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 3.6 years both funds cover.
CAMX vs SCHD Performance
Cambiar Aggressive Value ETF (CAMX) is an ETF from Cambiar Investors, LLC and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year CAMX returned +15.35% while SCHD returned +30.29%. Year to date, CAMX is up 12.38% versus a gain of 27.56% for SCHD.
Over three years, CAMX compounded at +13.22% per year against +16.37% for SCHD. Across the full 4-year window we track, SCHD has the edge at +12.66% annualized vs +12.28%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 12.9% 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 -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CAMX charges 0.59% per year while SCHD charges 0.06%. On a $10,000 position that is $59 vs $6 annually, a gap of $53 per year that compounds over a long holding period. On income, CAMX currently yields 1.62% against 3.13% for SCHD.
Holdings Overlap
6.1% of CAMX's money is in holdings SCHD also owns. 7.0% of SCHD's money is in holdings CAMX also owns.
SCHD and CAMX share little of their money.
2 positions in common, counted across the 32 positions we hold weights for in CAMX and 100 in SCHD, against full books of 33 and 103.
What only one of them owns
Our book lists 96 positions for SCHD that do not appear in our book for CAMX (92.6% of the fund), and 24 for CAMX that do not appear in SCHD (70.3%).
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 SCHD 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 SCHD?
CAMX has an expense ratio of 0.59% while SCHD charges 0.06%. SCHD is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, CAMX or SCHD?
Over the past year CAMX returned +15.35% vs +30.29% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), CAMX annualized +12.28% vs +12.66% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CAMX or SCHD?
SCHD has been the more volatile fund at 13.1% annualized versus 12.9% for CAMX. Worst drawdown: CAMX -15.7% vs SCHD -16.1%.
Should I hold both CAMX and SCHD?
CAMX and SCHD have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CAMX and SCHD?
7.0% of SCHD's money is in holdings CAMX also owns. 7.0% of SCHD's is in holdings CAMX also owns. They hold 2 positions in common, counted across the 32 positions we hold weights for in CAMX and 100 in SCHD.
Which pays a higher dividend, CAMX or SCHD?
CAMX yields 1.62% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CAMX?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. CAMX is less concentrated, with 41.1% of the fund in its ten largest positions against 41.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.