CAMX vs VYM
Cambiar Aggressive Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | CAMX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.04% | |
| AUM | $67M | $79.0B | |
| Dividend Yield | 1.67% | 2.86% | |
| Holdings | 31 | 568 | |
| YTD Return | +12.93% | +16.53% | |
| 1Y Return | +17.10% | +25.03% | |
| 3Y Return (annualized) | +13.32% | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 13.1% | 14.6% | |
| Max Drawdown | -15.7% | -58.8% | |
| Fund Family | Cambiar Investors, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 13, 2023 | Nov 10, 2006 |
CAMX vs VYM Performance
Cambiar Aggressive Value ETF (CAMX) is a ETF from Cambiar Investors, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CAMX returned +17.10% while VYM returned +25.03%. Year to date, CAMX is up 12.93% versus a gain of 16.53% for VYM.
Over three years, CAMX compounded at +13.32% per year against +18.54% for VYM. Across the full 4-year window we track, CAMX has the edge at +12.67% annualized vs +7.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CAMX charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, CAMX currently yields 1.67% against 2.86% for VYM.
Holdings Overlap
CAMX and VYM share 12 holdings out of 578 unique holdings combined, representing a 5.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CAMX or VYM?
CAMX has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, CAMX or VYM?
Over the past year CAMX returned +17.10% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), CAMX annualized +12.67% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, CAMX or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.1% for CAMX. Worst drawdown: CAMX -15.7% vs VYM -58.8%.
Should I hold both CAMX and VYM?
CAMX and VYM have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between CAMX and VYM?
CAMX and VYM share 12 common holdings with a 5.2% weight overlap. Combined, they hold 578 unique securities.
Which pays a higher dividend, CAMX or VYM?
CAMX yields 1.67% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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