CAMX vs VTI
Cambiar Aggressive Value ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | CAMX | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $70M | $666.9B | |
| Dividend Yield | 1.62% | 1.07% | |
| Holdings | 35 | 3,543 | |
| YTD Return | +14.37% | +14.82% | |
| 1Y Return | +17.64% | +22.43% | |
| 3Y Return (annualized) | +14.20% | +21.93% | |
| 5Y Return (annualized) | - | +12.34% | |
| Volatility (annualized) | 13.1% | 15.4% | |
| Max Drawdown | -15.7% | -56.6% | |
| Fund Family | Cambiar Investors, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 13, 2023 | May 24, 2001 |
CAMX vs VTI Performance
Cambiar Aggressive Value ETF (CAMX) is a ETF from Cambiar Investors, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year CAMX returned +17.64% while VTI returned +22.43%. Year to date, CAMX is up 14.37% versus a gain of 14.82% for VTI.
Over three years, CAMX compounded at +14.20% per year against +21.93% for VTI. Across the full 4-year window we track, CAMX has the edge at +13.06% annualized vs +8.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -56.6% for VTI. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CAMX charges 0.59% per year while VTI 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 1.07% for VTI.
Holdings Overlap
CAMX and VTI share 25 holdings out of 2794 unique holdings combined, representing a 8.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CAMX or VTI?
CAMX has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, CAMX or VTI?
Over the past year CAMX returned +17.64% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), CAMX annualized +13.06% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, CAMX or VTI?
VTI has been the more volatile fund at 15.4% annualized versus 13.1% for CAMX. Worst drawdown: CAMX -15.7% vs VTI -56.6%.
Should I hold both CAMX and VTI?
CAMX and VTI have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CAMX and VTI?
CAMX and VTI share 25 common holdings with a 8.3% weight overlap. Combined, they hold 2794 unique securities.
Which pays a higher dividend, CAMX or VTI?
CAMX yields 1.62% while VTI yields 1.07%, so CAMX currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.