CAMX vs. LVDS

Last updated Aug 2, 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. Over the past year, CAMX returned 19.56% vs 32.37% for LVDS. Their correlation of 0.81 means they have usually moved in the same direction. 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 12.14% return, which is significantly lower than LVDS's 21.33% return.

CAMX

• 1D: 0.21%
• 1M: 0.43%
• 6M: 6.77%
• YTD: 12.14%
• 1Y: 19.56%
• 3Y*: 12.76%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 12.75%

LVDS

• 1D: 0.63%
• 1M: 3.07%
• 6M: 15.80%
• YTD: 21.33%
• 1Y: 32.37%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 28.81%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CAMX Cambiar Aggressive Value ETF	$33.08K	$21.40K	$13.85K
LVDS JPMorgan Fundamental Data Science Large Value ETF	$280.78K	$226.17K	$161.39K

CAMX vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
CAMX Cambiar Aggressive Value ETF	12.14%	1.13%
LVDS JPMorgan Fundamental Data Science Large Value ETF	21.33%	7.40%

Correlation

The correlation between CAMX and LVDS is 0.81, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.81
Correlation (All Time) Calculated using the full available price history since Jul 14, 2025	0.81

The correlation between CAMX and LVDS has been stable across timeframes, ranging from 0.81 to 0.81 - a consistent structural relationship.

CAMX vs. LVDS - Sectors Allocation Comparison

Sectors	CAMX	LVDS
Industrials	27.4%	11.7%
Healthcare	21.5%	11.8%
Communication Services	14.2%	3.4%
Financial Services	8.6%	18.5%
Technology	8.4%	19.0%
Consumer Cyclical	6.4%	12.2%
Energy	5.4%	5.8%
Consumer Defensive	4.2%	6.2%
Basic Materials	3.9%	2.7%
Real Estate	-	4.1%
Utilities	-	4.6%

Return for Risk

CAMX vs. LVDS — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CAMX

CAMX Risk / Return Rank: 50
CAMX Sharpe Ratio Rank: 53
CAMX Sortino Ratio Rank: 56
CAMX Omega Ratio Rank: 51
CAMX Calmar Ratio Rank: 44
CAMX Martin Ratio Rank: 46

LVDS

LVDS Risk / Return Rank: 95
LVDS Sharpe Ratio Rank: 96
LVDS Sortino Ratio Rank: 95
LVDS Omega Ratio Rank: 94
LVDS Calmar Ratio Rank: 93
LVDS Martin Ratio Rank: 94

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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	1.31	2.92	-1.61
Sortino ratio: Return per unit of downside risk	1.96	4.09	-2.13
Omega ratio: Gain probability vs. loss probability	1.23	1.52	-0.29
Calmar ratio: Return relative to maximum drawdown	1.57	4.65	-3.08
Martin ratio: Return relative to average drawdown	5.27	19.27	-14.00

CAMX vs. LVDS - Sharpe Ratio Comparison

The current CAMX Sharpe Ratio is 1.31, which is lower than the LVDS Sharpe Ratio of 2.92. The chart below compares the historical Sharpe Ratios of CAMX and LVDS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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%	-6.64%	-5.15%
Max Drawdown (3Y) Largest decline over 3 years	-15.71%	—	—
Current Drawdown Current decline from peak	-0.89%	0.00%	-0.89%
Average Drawdown Average peak-to-trough decline	-2.68%	-0.89%	-1.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.50%	1.60%	+1.90%

Volatility

CAMX vs. LVDS - Volatility Comparison

Cambiar Aggressive Value ETF (CAMX) has a higher volatility of 4.49% compared to JPMorgan Fundamental Data Science Large Value ETF (LVDS) at 2.79%. This indicates that CAMX's price experiences larger fluctuations and is considered to be riskier than LVDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CAMX	LVDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.49%	2.79%	+1.70%
Volatility (6M) Calculated over the trailing 6-month period	11.11%	8.12%	+2.99%
Volatility (1Y) Calculated over the trailing 1-year period	14.25%	10.62%	+3.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.49%	10.53%	+3.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.49%	10.53%	+3.96%

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 1.61%, less than LVDS's 7.42% yield.

Position	TTM	2025	2024	2023
CAMX Cambiar Aggressive Value ETF	1.61%	1.81%	1.33%	0.55%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.42%	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 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CAMX or LVDS?

CAMX has higher volatility (4.49%) compared to LVDS (2.79%). In terms of maximum drawdown, CAMX dropped -15.71% vs LVDS's -6.64%.

Which ETF is better, CAMX or LVDS?

On 1-year performance, LVDS leads with 32.37% vs 19.56% for CAMX. On fees, LVDS is cheaper at 0.30% per year. On volatility, LVDS has been the lower-risk option at 2.79%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, CAMX or LVDS?

Over the 1-year period, LVDS has performed better with a 32.37% return vs 19.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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 7.42%, compared with 1.61% 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.

Which has better risk-adjusted returns?

LVDS currently has the higher Sharpe Ratio (2.92 vs 1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.