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CAMX vs SPY

Comparison between CAMBIAR AGGRESSIVE VALUE ETF (CAMX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

CAMX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CAMX
$66M
Winner
SPY
$735B
Expense Ratio
CAMX
0.59%
Winner
SPY
0.09%
Max Drawdown
Winner
CAMX
15.71%
SPY
56.47%
Sharpe Ratio
CAMX
0.82
Winner
SPY
1.62
5Y Beta
Winner
CAMX
0.77
SPY
1.00
P/E Ratio
Winner
CAMX
26.04
SPY
28.99
Forward P/E
Winner
CAMX
15.78
SPY
22.37
PEG Ratio
CAMX
1.00
SPY
N/A
5Y Dividends CAGR
CAMX
N/A
SPY
5.43%
5Y EPS CAGR
CAMX
5.26%
Winner
SPY
26.05%
Debt to Equity
Winner
CAMX
13.36%
SPY
32.40%
P/S Ratio
Winner
CAMX
1.16
SPY
3.74
P/B Ratio
Winner
CAMX
3.18
SPY
5.61

CAMX vs SPY - Holdings Comparison

CAMX and SPY have 22 common holdings. Overlap is 6.24%

CAMX's top 25 holdings weight is 89.37%. SPY's top 25 holdings weight is 52.37%.

RankCAMXSPY
#1
ELEVANCE HEALTH INC (ELV) - 5.66%
NVIDIA CORP (NVDA) - 8.10%
#2
UBER TECHNOLOGIES INC (UBER) - 5.15%
APPLE INC (AAPL) - 7.02%
#3
DELTA AIR LINES INC (DAL) - 4.18%
MICROSOFT CORP (MSFT) - 4.79%
#4
HONEYWELL INTERNATIONAL INC (HON) - 4.01%
AMAZON.COM INC (AMZN) - 4.02%
#5
AIRBUS SE ADR (EADSY) - 3.99%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
MASCO CORP (MAS) - 3.98%
BROADCOM INC (AVGO) - 3.10%
#7
AMRIZE LTD REGISTERED SHARE (AMRZ) - 3.93%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
BRISTOL-MYERS SQUIBB CO (BMY) - 3.91%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
UNION PACIFIC CORP (UNP) - 3.85%
TESLA INC (TSLA) - 1.89%
#10
ALPHABET INC CLASS A (GOOGL) - 3.71%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
DIAGEO PLC ADR (DEO) - 3.70%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
ALIGN TECHNOLOGY INC (ALGN) - 3.68%
ELI LILLY AND CO (LLY) - 1.31%
#13
CENTENE CORP (CNC) - 3.58%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
NINTENDO CO LTD ADR (NTDOY) - 3.57%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ON SEMICONDUCTOR CORP (ON) - 3.47%
EXXON MOBIL CORP (XOM) - 0.97%
#16
NXP SEMICONDUCTORS NV (NXPI) - 3.45%
INTEL CORP (INTC) - 0.90%
#17
SOUTHWEST AIRLINES CO (LUV) - 3.29%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
MEDTRONIC PLC (MDT) - 3.15%
VISA INC CLASS A (V) - 0.85%
#19
SHIMANO INC ADR (SMNNY) - 3.07%
WALMART INC (WMT) - 0.81%
#20
APTIV PLC (APTV) - 2.78%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ZILLOW GROUP INC CLASS A (ZG) - 2.69%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
LABCORP HOLDINGS INC (LH) - 2.68%
CATERPILLAR INC (CAT) - 0.66%
#23
CASH (n/a) - 2.66%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ENERGY TRANSFER LP (ET) - 2.63%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
CME GROUP INC CLASS A (CME) - 2.60%
ABBVIE INC (ABBV) - 0.58%
Total Holdings30505

CAMX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CAMX
+1.80%
Winner
SPY
+1.90%
3M
CAMX
+7.18%
Winner
SPY
+8.55%
6M
Winner
CAMX
+8.26%
SPY
+8.18%
1Y
CAMX
+15.50%
Winner
SPY
+25.79%
5Y(CAGR)
CAMX
N/A
SPY
+13.32%
10Y(CAGR)
CAMX
N/A
SPY
+15.19%
Max(CAGR)
Winner
CAMX
+12.41%
SPY
+8.47%

CAMX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCAMXSPY
2026+8.17%+8.26%
2025+9.44%+18.00%
2024+12.55%+25.59%
2023+9.71%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

CAMX vs SPY Drawdown Comparison

The maximum drawdown for CAMX was -15.71%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CAMX drawdown is -0.79%. The current SPY drawdown is -2.90%.

RankCAMXSPY
#1-15.71%
Feb 20, 2025 - Jul 1, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-11.79%
Feb 10, 2026 - May 6, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.68%
Jul 31, 2023 - Dec 13, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.78%
Feb 15, 2023 - Jun 13, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.50%
May 15, 2024 - Sep 27, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.74%
Aug 22, 2025 - Dec 3, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.77%
Jul 10, 2025 - Aug 22, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.13%
Dec 2, 2024 - Jan 21, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.83%
Mar 28, 2024 - May 9, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.78%
May 6, 2026 - May 28, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.45%
Oct 14, 2024 - Nov 6, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.42%
Jun 15, 2023 - Jul 3, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.37%
Nov 11, 2024 - Nov 25, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.95%
Jan 23, 2025 - Feb 13, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.94%
Sep 27, 2024 - Oct 14, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CAMX and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

CAMX vs SPY dividend yield comparison.

YearCAMXSPY
20260.00%0.24%
20251.81%1.07%
20241.33%1.21%
20230.55%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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