CAMX vs SCHD
Cambiar Aggressive Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | CAMX | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.06% | |
| AUM | $67M | $103.7B | |
| Dividend Yield | 1.67% | 3.31% | |
| Holdings | 31 | 104 | |
| YTD Return | +12.98% | +25.62% | |
| 1Y Return | +19.28% | +32.62% | |
| 3Y Return (annualized) | +13.35% | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | 13.1% | 13.6% | |
| Max Drawdown | -15.7% | -33.4% | |
| Fund Family | Cambiar Investors, LLC | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 13, 2023 | Oct 20, 2011 |
CAMX vs SCHD Performance
Cambiar Aggressive Value ETF (CAMX) is a ETF from Cambiar Investors, LLC and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CAMX returned +19.28% while SCHD returned +32.62%. Year to date, CAMX is up 12.98% versus a gain of 25.62% for SCHD.
Over three years, CAMX compounded at +13.35% per year against +15.58% for SCHD. Across the full 4-year window we track, CAMX has the edge at +12.70% annualized vs +11.47%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% 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 -33.4% for SCHD. 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 0.82. 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 1.67% against 3.31% for SCHD.
Holdings Overlap
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. On a $10,000 investment, that is $53 per year of difference.
Which performed better, CAMX or SCHD?
Over the past year CAMX returned +19.28% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), CAMX annualized +12.70% vs +11.47% for SCHD. Past performance does not guarantee future results.
Which is riskier, CAMX or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 13.1% for CAMX. Worst drawdown: CAMX -15.7% vs SCHD -33.4%.
Should I hold both CAMX and SCHD?
CAMX and SCHD have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CAMX and SCHD?
CAMX and SCHD share 2 common holdings with a 5.0% weight overlap. Combined, they hold 130 unique securities.
Which pays a higher dividend, CAMX or SCHD?
CAMX yields 1.67% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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