Compare · 2 funds side by side · dividends reinvested

CAMX and IUSV

CAMXCambiar×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,624IUSV · best of the two

02 / 04

CAMX and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.3

Cambiar Aggressive Value ETFUS Stock Styles · Value0.59%1.31%+16.3%+19.9%+17.6%[…]−11.8%15.0%$68M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CAMX 2023 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Cambiar Aggressive Value ETF · $68M[…]

CAMX

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

$10,000 five years ago, dividends reinvested · they hold 9.4% in common

CAMXMeasureIUSV

+16.3%Year to dateJan 1 → Nov 4+16.1%

+19.9%1 yearTotal return+18.7%

+17.6%3 years · per year$10,000 became $16,279 · $17,194+19.8%

[…]5 years · per year$10,000 became […] · $17,624+12.0%

0.59%Expense ratio$59 · $4 a year on $10k · lower is better0.04%

1.31%Trailing 12-mo yield$131 · $160 a year on $10k1.60%

−11.8%Worst dropSmaller is better−6.4%

15.0%VolatilityLower is calmer9.8%

CAMXIUSV Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5IUSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAMX vs IUSV: Top 5 Holdings

Today

CAMX

22.4%in top 5

IUSV

in top 516.6%

CAMXStockIUSV

not top 5AAPL7.5%

4.9%ELVnot top 5

4.6%CMEnot top 5

4.5%UBERnot top 5

4.2%BMYnot top 5

4.2%MDTnot top 5

not top 5AMZN3.6%

not top 5XOM2.3%

not top 5WMT1.7%

not top 5COST1.4%

Held in common9.4%

End-of-day Nov 4, 2026 · share of each fund

CAMX vs IUSV Returns, Every Period

CambiarCAMX

+19.9%

past year

IUSViShares

+18.7%

past year

CAMXIUSVFaded: behind in that period

2–1CAMX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CAMX vs IUSV

YTD

CambiarCAMX

+16.3%

IUSViShares

+16.1%

+16.3%Year to date+16.1%

−11.8%Worst drop · 1Y−6.4%

15.0%Volatility · 1Y9.8%

1.3%Yield1.6%

$68.3MAssets$28.4B

3–1IUSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAMX, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

CAMX0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CAMX, IUSV

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

CAMX1.31%$131

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

CAMX$131 − $59 = $72

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CAMX, IUSV

Today

9.4%most shared, CAMX and IUSV

CAMXIUSV

CAMX—9.4%

IUSV9.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.9%CAMX, at 15.0% volatility

IUSVWorst drop−6.4%9.8% vol

CAMXWorst drop−11.8%15.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVCAMX

+16.1%Year to date+16.3%

1.6%Yield1.3%

+18.7%Past year+19.9%

0.04%Fee0.59%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026