Compare · 2 funds side by side · dividends reinvested

CAMX and IVV

CAMXCambiar×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

CAMX and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.4

Cambiar Aggressive Value ETFUS Stock Styles · Value0.59%1.35%+12.6%+16.3%+15.8%[…]−11.8%15.2%$70M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: CAMX 2023 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Cambiar Aggressive Value ETF · $70M[…]

CAMX

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

CAMXMeasureIVV

+12.6%Year to dateJan 1 → Nov 6+8.7%

+16.3%1 yearTotal return+9.8%

+15.8%3 years · per year$10,000 became $15,548 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.59%Expense ratio$59 · $3 a year on $10k · lower is better0.03%

1.35%Trailing 12-mo yield$135 · $114 a year on $10k1.14%

−11.8%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.6%

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

3–4IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAMX vs IVV: Top 5 Holdings

Today

CAMX

22.8%in top 5

IVV

in top 527.8%

CAMXStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.0%ELVnot top 5

4.6%CMEnot top 5

4.6%UBERnot top 5

4.4%MDTnot top 5

4.3%BMYnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common9.0%

End-of-day Nov 6, 2026 · share of each fund

CAMX vs IVV Returns, Every Period

CambiarCAMX

+16.3%

past year

IVViShares

+9.8%

past year

CAMXIVVFaded: behind in that period

2–1CAMX wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CAMX vs IVV

YTD

CambiarCAMX

+12.6%

IVViShares

+8.7%

+12.6%Year to date+8.7%

−11.8%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.6%

1.4%Yield1.1%

$70.3MAssets$850B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAMX, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CAMX0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CAMX, IVV

1.35%highest, CAMX

FundTrailing yieldYield$10k

CAMX1.35%$135

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

CAMX$135 − $59 = $76

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CAMX, IVV

Today

9.0%most shared, CAMX and IVV

CAMXIVV

CAMX—9.0%

IVV9.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.3%CAMX, at 15.2% volatility

IVVWorst drop−8.9%13.6% vol

CAMXWorst drop−11.8%15.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CAMXIVV

+12.6%Year to date+8.7%

1.4%Yield1.1%

+16.3%Past year+9.8%

0.59%Fee0.03%

3–1CAMX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026