Compare · 2 funds side by side · dividends reinvested

CAMX and SPY

CAMXCambiar×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

CAMX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

Cambiar Aggressive Value ETFUS Stock Styles · Value0.59%1.31%+16.3%+19.9%+17.6%[…]−11.8%15.0%$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 5, 2026 · returns include dividends · since: CAMX 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Cambiar Aggressive Value ETF · $70M[…]

CAMX

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

CAMXMeasureSPY

+16.3%Year to dateJan 1 → Nov 5+13.3%

+19.9%1 yearTotal return+13.4%

+17.6%3 years · per year$10,000 became $16,279 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.59%Expense ratio$59 · $9 a year on $10k · lower is better0.09%

1.31%Trailing 12-mo yield$131 · $99 a year on $10k0.99%

−11.8%Worst dropSmaller is better−8.9%

15.0%VolatilityLower is calmer12.9%

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

3–4SPY wins

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

More Ways to See the Pairs

CAMX vs SPY: Top 5 Holdings

Today

CAMX

22.5%in top 5

SPY

in top 527.7%

CAMXStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.9%ELVnot top 5

4.5%UBERnot top 5

4.5%CMEnot top 5

4.3%MDTnot top 5

4.2%BMYnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common8.9%

End-of-day Nov 5, 2026 · share of each fund

CAMX vs SPY Returns, Every Period

CambiarCAMX

+19.9%

past year

SPYSPDR

+13.4%

past year

CAMXSPYFaded: behind in that period

2–1CAMX wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CAMX vs SPY

YTD

CambiarCAMX

+16.3%

SPYSPDR

+13.3%

+16.3%Year to date+13.3%

−11.8%Worst drop · 1Y−8.9%

15.0%Volatility · 1Y12.9%

1.3%Yield1.0%

$70.3MAssets$805B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAMX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CAMX0.59%$59

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CAMX, SPY

1.31%highest, CAMX

FundTrailing yieldYield$10k

CAMX1.31%$131

SPY0.99%$99

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

CAMX$131 − $59 = $72

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CAMX, SPY

Today

8.9%most shared, CAMX and SPY

CAMXSPY

CAMX—8.9%

SPY8.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.9%CAMX, at 15.0% volatility

SPYWorst drop−8.9%12.9% vol

CAMXWorst drop−11.8%15.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

CAMXSPY

+16.3%Year to date+13.3%

1.3%Yield1.0%

+19.9%Past year+13.4%

0.59%Fee0.09%

3–1CAMX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026