CAMX vs UPAR

Comparison between CAMBIAR AGGRESSIVE VALUE ETF (CAMX, ETF) and UPAR ULTRA RISK PARITY ETF (UPAR, ETF).

CAMX vs UPAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CAMX(ETF)	UPAR(ETF)
Net Assets	$67M	$67M
Expense Ratio	0.59%	0.68%
Max Drawdown	15.71%	43.05%
Sharpe Ratio	0.76	1.34
5Y Beta	0.77	0.55
P/E Ratio	24.50	N/A
Forward P/E	15.95	N/A
PEG Ratio	0.86	N/A
5Y EPS CAGR	5.19%	N/A
Debt to Equity	13.36%	N/A
P/S Ratio	1.19	N/A
P/B Ratio	3.28	N/A

Net Assets

CAMX

$67M

Winner

UPAR

$67M

Expense Ratio

Winner

CAMX

0.59%

UPAR

0.68%

Max Drawdown

Winner

CAMX

15.71%

UPAR

43.05%

Sharpe Ratio

CAMX

0.76

Winner

UPAR

1.34

5Y Beta

CAMX

0.77

Winner

UPAR

0.55

P/E Ratio

CAMX

24.50

UPAR

N/A

Forward P/E

CAMX

15.95

UPAR

N/A

PEG Ratio

CAMX

0.86

UPAR

N/A

5Y EPS CAGR

CAMX

5.19%

UPAR

N/A

Debt to Equity

CAMX

13.36%

UPAR

N/A

P/S Ratio

CAMX

1.19

UPAR

N/A

P/B Ratio

CAMX

3.28

UPAR

N/A

CAMX vs UPAR - Holdings Comparison

CAMX and UPAR have 2 common holdings. Overlap is -77.21%

CAMX's top 25 holdings weight is 89.37%. UPAR's top 25 holdings weight is 117.07%.

Rank	CAMX	UPAR
#1	ELEVANCE HEALTH INC (ELV) - 5.66%	n/a (n/a) - 17.99%
#2	UBER TECHNOLOGIES INC (UBER) - 5.15%	SPDR® GOLD MINISHARES (GLDM) - 14.03%
#3	DELTA AIR LINES INC (DAL) - 4.18%	UNITED STATES TREASURY BONDS 1% (n/a) - 11.43%
#4	HONEYWELL INTERNATIONAL INC (HON) - 4.01%	UNITED STATES TREASURY BONDS 0.75% (n/a) - 8.89%
#5	AIRBUS SE ADR (EADSY) - 3.99%	n/a (n/a) - 7.45%
#6	MASCO CORP (MAS) - 3.98%	UNITED STATES TREASURY BONDS 2.13% (n/a) - 6.39%
#7	AMRIZE LTD REGISTERED SHARE (AMRZ) - 3.93%	VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.36%
#8	BRISTOL-MYERS SQUIBB CO (BMY) - 3.91%	UNITED STATES TREASURY BONDS 1.38% (n/a) - 5.23%
#9	UNION PACIFIC CORP (UNP) - 3.85%	MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 4.96%
#10	ALPHABET INC CLASS A (GOOGL) - 3.71%	UNITED STATES TREASURY BONDS 0.63% (n/a) - 4.25%
#11	DIAGEO PLC ADR (DEO) - 3.70%	UNITED STATES TREASURY BONDS 0.88% (n/a) - 4.06%
#12	ALIGN TECHNOLOGY INC (ALGN) - 3.68%	VANGUARD EXTENDED MARKET ETF (VXF) - 3.88%
#13	CENTENE CORP (CNC) - 3.58%	UNITED STATES TREASURY BONDS 0.13% (n/a) - 3.54%
#14	NINTENDO CO LTD ADR (NTDOY) - 3.57%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.94%
#15	ON SEMICONDUCTOR CORP (ON) - 3.47%	VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 2.65%
#16	NXP SEMICONDUCTORS NV (NXPI) - 3.45%	UNITED STATES TREASURY BONDS 0.25% (n/a) - 2.08%
#17	SOUTHWEST AIRLINES CO (LUV) - 3.29%	EXXON MOBIL CORP (XOM) - 1.89%
#18	MEDTRONIC PLC (MDT) - 3.15%	UNITED STATES TREASURY BONDS 2.38% (n/a) - 1.83%
#19	SHIMANO INC ADR (SMNNY) - 3.07%	UNITED STATES TREASURY BONDS 1.5% (n/a) - 1.56%
#20	APTIV PLC (APTV) - 2.78%	DEERE & CO (DE) - 1.51%
#21	ZILLOW GROUP INC CLASS A (ZG) - 2.69%	BHP GROUP LTD ADR (BHP) - 1.24%
#22	LABCORP HOLDINGS INC (LH) - 2.68%	CHEVRON CORP (CVX) - 1.12%
#23	CASH (n/a) - 2.66%	RIO TINTO PLC ADR (RIO) - 1.04%
#24	ENERGY TRANSFER LP (ET) - 2.63%	SOUTHERN COPPER CORP (SCCO) - 0.89%
#25	CME GROUP INC CLASS A (CME) - 2.60%	US DOLLARS (n/a) - 0.86%
Total Holdings	30	152

CAMX vs UPAR - Historical Returns

Returns include dividend reinvestment.

Period	CAMX	UPAR
1 month	+2.60%	-1.21%
3 months	+12.02%	+0.37%
6 months	+8.49%	+8.87%
1 year	+13.91%	+22.94%
5 years(CAGR)	N/A	-0.83%
Max(CAGR)	+12.70%	-0.83%

Winner

CAMX

+2.60%

UPAR

-1.21%

Winner

CAMX

+12.02%

UPAR

+0.37%

CAMX

+8.49%

Winner

UPAR

+8.87%

CAMX

+13.91%

Winner

UPAR

+22.94%

5Y(CAGR)

CAMX

N/A

UPAR

-0.83%

Max(CAGR)

Winner

CAMX

+12.70%

UPAR

-0.83%

CAMX vs UPAR - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	CAMX	UPAR
2026	+9.34%	+7.13%
2025	+9.44%	+23.87%
2024	+12.55%	-1.95%
2023	+9.71%	+4.94%
2022	N/A	-30.27%

CAMX vs UPAR Drawdown Comparison

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

The maximum drawdown for UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 1030 trading sessions.

The current UPAR drawdown is -5.75%.

Rank	CAMX	UPAR
#1	-15.71% Feb 20, 2025 - Jul 1, 2025	-38.97% Jan 12, 2022 - Feb 23, 2026
#2	-11.79% Feb 10, 2026 - May 6, 2026	-11.13% Mar 2, 2026 - Mar 27, 2026
#3	-9.68% Jul 31, 2023 - Dec 13, 2023	-2.22% Jan 4, 2022 - Jan 12, 2022
#4	-8.78% Feb 15, 2023 - Jun 13, 2023	N/A
#5	-8.50% May 15, 2024 - Sep 27, 2024	N/A
#6	-6.74% Aug 22, 2025 - Dec 3, 2025	N/A
#7	-5.77% Jul 10, 2025 - Aug 22, 2025	N/A
#8	-5.13% Dec 2, 2024 - Jan 21, 2025	N/A
#9	-3.83% Mar 28, 2024 - May 9, 2024	N/A
#10	-2.78% May 6, 2026 - May 28, 2026	N/A
#11	-2.45% Oct 14, 2024 - Nov 6, 2024	N/A
#12	-2.42% Jun 15, 2023 - Jul 3, 2023	N/A
#13	-2.37% Nov 11, 2024 - Nov 25, 2024	N/A
#14	-2.19% Jun 4, 2026 - Jun 12, 2026	N/A
#15	-1.95% Jan 23, 2025 - Feb 13, 2025	N/A