CAMX vs. LVDS

Last updated Jun 24, 2026

CAMX (Cambiar Aggressive Value ETF) and LVDS (JPMorgan Fundamental Data Science Large Value ETF) are both Large Cap Value Equities funds. Both are actively managed. Their correlation of 0.82 suggests significant overlap in exposure. CAMX charges 0.59%/yr vs 0.30%/yr for LVDS.

Performance

CAMX vs. LVDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cambiar Aggressive Value ETF (CAMX) and JPMorgan Fundamental Data Science Large Value ETF (LVDS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CAMX achieves a 8.45% return, which is significantly lower than LVDS's 15.18% return.

CAMX

• 1D: -0.40%
• 1M: -0.03%
• YTD: 8.45%
• 6M: 8.00%
• 1Y: 13.72%
• 3Y*: 13.67%
• 5Y*: —
• 10Y*: —

LVDS

• 1D: -1.20%
• 1M: 2.78%
• YTD: 15.18%
• 6M: 14.56%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CAMX vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
CAMX Cambiar Aggressive Value ETF	8.45%	1.13%
LVDS JPMorgan Fundamental Data Science Large Value ETF	15.18%	7.40%

Correlation

The correlation between CAMX and LVDS is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 14, 2025	0.82

CAMX vs. LVDS - Sectors Allocation Comparison

Sectors	CAMX	LVDS
Industrials	26.4%	12.1%
Healthcare	22.4%	10.1%
Communication Services	13.5%	7.5%
Technology	10.4%	18.7%
Consumer Cyclical	7.1%	8.4%
Energy	6.2%	6.6%
Financial Services	5.3%	18.7%
Consumer Defensive	4.5%	6.4%
Basic Materials	4.2%	2.7%
Real Estate	-	4.1%
Utilities	-	4.7%

Return for Risk

CAMX vs. LVDS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CAMX

CAMX Risk / Return Rank: 28
CAMX Sharpe Ratio Rank: 29
CAMX Sortino Ratio Rank: 29
CAMX Omega Ratio Rank: 27
CAMX Calmar Ratio Rank: 26
CAMX Martin Ratio Rank: 29

LVDS

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CAMX vs. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cambiar Aggressive Value ETF (CAMX) and JPMorgan Fundamental Data Science Large Value ETF (LVDS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CAMX	LVDS	Difference
Sharpe ratio: Return per unit of total volatility	0.98	—	—
Sortino ratio: Return per unit of downside risk	1.49	—	—
Omega ratio: Gain probability vs. loss probability	1.17	—	—
Calmar ratio: Return relative to maximum drawdown	1.17	—	—
Martin ratio: Return relative to average drawdown	3.82	—	—

Drawdowns

CAMX vs. LVDS - Drawdown Comparison

The maximum CAMX drawdown since its inception was -15.71%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for CAMX and LVDS.

Drawdown Indicators

	CAMX	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-15.71%	-6.64%	-9.07%
Max Drawdown (1Y) Largest decline over 1 year	-11.79%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-15.71%	—	—
Current Drawdown Current decline from peak	-2.01%	-1.20%	-0.81%
Average Drawdown Average peak-to-trough decline	-2.73%	-0.95%	-1.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.60%	—	—

Volatility

Volatility by Period

	CAMX	LVDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.29%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.92%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.05%	10.68%	+3.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.50%	10.68%	+3.82%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.50%	10.68%	+3.82%

CAMX vs. LVDS - Expense Ratio Comparison

CAMX has a 0.59% expense ratio, which is higher than LVDS's 0.30% expense ratio.

Dividends

CAMX vs. LVDS - Dividend Comparison

CAMX's dividend yield for the trailing twelve months is around 1.67%, less than LVDS's 7.45% yield.

Position	TTM	2025	2024	2023
CAMX Cambiar Aggressive Value ETF	1.67%	1.81%	1.33%	0.55%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.45%	8.25%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CAMX and LVDS in my portfolio?

CAMX and LVDS have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CAMX or LVDS?

On fees, LVDS is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CAMX or LVDS?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.59% for CAMX.

Which ETF pays a higher dividend yield, CAMX or LVDS?

LVDS has the higher dividend yield at 7.45%, compared with 1.67% for CAMX.

What is the main difference between CAMX and LVDS?

They also come from different issuers: Cambiar Funds and JPMorgan. Their fees differ too: 0.59% for CAMX and 0.30% for LVDS.