CAMX vs VTI
Cambiar Aggressive Value ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, CAMX or VTI?
VTI has been ahead.
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window.
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 | VTI |
|---|---|---|
| Expense Ratio | 0.59% | 0.03%Best |
| AUM | $69M | $666.9B |
| Dividend Yield | 1.62% | 1.07% |
| Holdings | 33 | 3,543 |
| YTD Return | +12.38% | +13.59%Best |
| 1Y Return | +15.35% | +20.00%Best |
| 3Y Return (annualized) | +13.22% | +20.95%Best |
| 5Y Return (annualized) | - | +11.81% |
| Volatility (annualized) | 12.9% | 12.7%Best |
| Max Drawdown | -15.7%Best | -19.3% |
| $10,000 over 3.6 years | $15,174 | $19,341Best |
| Fund Family | Cambiar Investors, LLC | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 13, 2023 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
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 VTI 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 VTI Performance
Cambiar Aggressive Value ETF (CAMX) is an ETF from Cambiar Investors, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year CAMX returned +15.35% while VTI returned +20.00%. Year to date, CAMX is up 12.38% versus a gain of 13.59% for VTI.
Over three years, CAMX compounded at +13.22% per year against +20.95% for VTI. Across the full 4-year window we track, VTI has the edge at +20.11% annualized vs +12.28%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CAMX has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 12.7% for VTI. 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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
At least 74.8% of CAMX's money is in holdings VTI also owns.
Stated as a floor: for VTI, our book for it covers 92.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of CAMX is already inside VTI. Owning both mostly buys the same companies twice.
25 positions in common, counted across the 32 positions we hold weights for in CAMX and 2,787 in VTI, against full books of 33 and 3,543.
Top Shared Holdings
| Stock | Weight in CAMX | Weight in VTI | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 3.38% | 3.17% | 0.21% |
| GOOGLAlphabet Inc.Class A | 3.24% | 2.88% | 0.36% |
| UBERUber Technologies Inc | 4.72% | 0.20% | 4.52% |
| ELVElevance Health Inc | 4.58% | 0.11% | 4.47% |
| BMYBristol-Myers Squibb Co. | 4.37% | 0.16% | 4.21% |
| UNPUnion Pacific Corp | 4.08% | 0.22% | 3.86% |
| LUVSouthwest Airlines Co. | 4.26% | 0.03% | 4.23% |
| CMECme Group Inc. | 4.00% | 0.11% | 3.89% |
| MDTMedtronic Plc Ordinary Shares | 3.61% | 0.14% | 3.47% |
| ALGNAlign Technology Inc. | 3.62% | 0.02% | 3.60% |
74.8% of CAMX is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $56 a year on a $10,000 investment.
Which performed better, CAMX or VTI?
Over the past year CAMX returned +15.35% vs +20.00% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), CAMX annualized +12.28% vs +20.11% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CAMX or VTI?
CAMX has been the more volatile fund at 12.9% annualized versus 12.7% for VTI. Worst drawdown: CAMX -15.7% vs VTI -19.3%.
Should I hold both CAMX and VTI?
CAMX and VTI have a monthly-return correlation of 0.78, 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 VTI?
At least 74.8% of CAMX's money is in holdings VTI also owns. Our book for VTI is partial, so the real figure is this or higher. They hold 25 positions in common, counted across the 32 positions we hold weights for in CAMX and 2,787 in VTI.
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.
Is VTI better than CAMX?
VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.