CAMX vs VOO
Cambiar Aggressive Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CAMX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $67M | $979.0B | |
| Dividend Yield | 1.67% | 1.09% | |
| Holdings | 31 | 509 | |
| YTD Return | +14.21% | +14.48% | |
| 1Y Return | +16.91% | +22.02% | |
| 3Y Return (annualized) | +13.73% | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 13.1% | 14.2% | |
| Max Drawdown | -15.7% | -34.3% | |
| Fund Family | Cambiar Investors, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 13, 2023 | Sep 7, 2010 |
CAMX vs VOO Performance
Cambiar Aggressive Value ETF (CAMX) is a ETF from Cambiar Investors, LLC and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CAMX returned +16.91% while VOO returned +22.02%. Year to date, CAMX is up 14.21% versus a gain of 14.48% for VOO.
Over three years, CAMX compounded at +13.73% per year against +21.80% for VOO. Across the full 4-year window we track, VOO has the edge at +13.61% annualized vs +13.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% 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 -34.3% for VOO. 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 VOO 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 1.67% against 1.09% for VOO.
Holdings Overlap
CAMX and VOO share 22 holdings out of 515 unique holdings combined, representing a 8.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CAMX or VOO?
CAMX has an expense ratio of 0.59% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, CAMX or VOO?
Over the past year CAMX returned +16.91% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), CAMX annualized +13.03% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, CAMX or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 13.1% for CAMX. Worst drawdown: CAMX -15.7% vs VOO -34.3%.
Should I hold both CAMX and VOO?
CAMX and VOO 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 VOO?
CAMX and VOO share 22 common holdings with a 8.5% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, CAMX or VOO?
CAMX yields 1.67% while VOO yields 1.09%, so CAMX currently pays the higher dividend yield.
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