CAMOX vs. VIG
Compare and contrast key facts about Cambiar Opportunity Portfolio (CAMOX) and Vanguard Dividend Appreciation ETF (VIG).
CAMOX is managed by Cambiar Funds. It was launched on Jun 30, 1998. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAMOX or VIG.
Correlation
The correlation between CAMOX and VIG is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CAMOX vs. VIG - Performance Comparison
Key characteristics
CAMOX:
0.57
VIG:
1.77
CAMOX:
0.75
VIG:
2.50
CAMOX:
1.13
VIG:
1.32
CAMOX:
0.69
VIG:
3.44
CAMOX:
1.99
VIG:
9.73
CAMOX:
3.95%
VIG:
1.89%
CAMOX:
13.83%
VIG:
10.41%
CAMOX:
-61.03%
VIG:
-46.81%
CAMOX:
-6.63%
VIG:
-0.52%
Returns By Period
The year-to-date returns for both stocks are quite close, with CAMOX having a 4.48% return and VIG slightly lower at 4.26%. Over the past 10 years, CAMOX has underperformed VIG with an annualized return of 2.06%, while VIG has yielded a comparatively higher 11.67% annualized return.
CAMOX
4.48%
0.42%
-0.15%
7.42%
5.93%
2.06%
VIG
4.26%
1.53%
7.27%
18.09%
11.67%
11.67%
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CAMOX vs. VIG - Expense Ratio Comparison
CAMOX has a 0.85% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
CAMOX vs. VIG — Risk-Adjusted Performance Rank
CAMOX
VIG
CAMOX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cambiar Opportunity Portfolio (CAMOX) and Vanguard Dividend Appreciation ETF (VIG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CAMOX vs. VIG - Dividend Comparison
CAMOX's dividend yield for the trailing twelve months is around 1.34%, less than VIG's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAMOX Cambiar Opportunity Portfolio | 1.34% | 1.40% | 1.17% | 0.66% | 0.50% | 0.75% | 1.45% | 1.33% | 0.87% | 1.69% | 1.11% | 0.80% |
VIG Vanguard Dividend Appreciation ETF | 1.65% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
CAMOX vs. VIG - Drawdown Comparison
The maximum CAMOX drawdown since its inception was -61.03%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for CAMOX and VIG. For additional features, visit the drawdowns tool.
Volatility
CAMOX vs. VIG - Volatility Comparison
Cambiar Opportunity Portfolio (CAMOX) has a higher volatility of 2.43% compared to Vanguard Dividend Appreciation ETF (VIG) at 2.30%. This indicates that CAMOX's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.