LVDS vs. CAMX

Last updated Jun 3, 2026

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

Performance

LVDS vs. CAMX - Performance Comparison

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

Returns By Period

In the year-to-date period, LVDS achieves a 13.35% return, which is significantly higher than CAMX's 9.05% return.

LVDS

• 1D: 1.05%
• 1M: 3.06%
• YTD: 13.35%
• 6M: 15.35%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CAMX

• 1D: -0.10%
• 1M: 0.82%
• YTD: 9.05%
• 6M: 10.22%
• 1Y: 16.68%
• 3Y*: 14.14%
• 5Y*: —
• 10Y*: —

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

LVDS vs. CAMX - Yearly Performance Comparison

	2026 (YTD)	2025
LVDS JPMorgan Fundamental Data Science Large Value ETF	13.35%	7.24%
CAMX Cambiar Aggressive Value ETF	9.05%	1.27%

Correlation

The correlation between LVDS and CAMX 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 15, 2025	0.82

LVDS vs. CAMX - Sectors Allocation Comparison

Sectors	LVDS	CAMX
Financial Services	18.3%	5.2%
Technology	15.9%	13.9%
Industrials	10.2%	22.9%
Healthcare	8.6%	23.6%
Consumer Cyclical	8.0%	6.2%
Communication Services	7.5%	11.8%
Energy	6.6%	6.2%
Consumer Defensive	6.5%	6.4%
Utilities	4.8%	-
Real Estate	4.2%	-
Basic Materials	1.7%	3.7%

Return for Risk

LVDS vs. CAMX — Risk / Return Rank

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

CAMX

CAMX Risk / Return Rank: 31
CAMX Sharpe Ratio Rank: 33
CAMX Sortino Ratio Rank: 34
CAMX Omega Ratio Rank: 31
CAMX Calmar Ratio Rank: 28
CAMX Martin Ratio Rank: 31

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.

LVDS vs. CAMX - Risk-Adjusted Trends Comparison

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

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

Sharpe Ratios by Period

	LVDS	CAMX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.21	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.37	0.87	+1.50

Drawdowns

LVDS vs. CAMX - Drawdown Comparison

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

Drawdown Indicators

	LVDS	CAMX	Difference
Max Drawdown Largest peak-to-trough decline	-6.64%	-15.71%	+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	0.00%	-0.65%	+0.65%
Average Drawdown Average peak-to-trough decline	-0.98%	-2.76%	+1.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.60%	—

Volatility

Volatility by Period

	LVDS	CAMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.92%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.46%	—
Volatility (1Y) Calculated over the trailing 1-year period	10.45%	13.79%	-3.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.45%	14.46%	-4.01%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.45%	14.46%	-4.01%

LVDS vs. CAMX - Expense Ratio Comparison

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

Dividends

LVDS vs. CAMX - Dividend Comparison

LVDS's dividend yield for the trailing twelve months is around 7.57%, more than CAMX's 1.66% yield.

Position	TTM	2025	2024	2023
CAMX Cambiar Aggressive Value ETF	1.66%	1.81%	1.33%	0.55%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.57%	8.25%	0.00%	0.00%

Frequently Asked Questions

Can I hold both LVDS and CAMX in my portfolio?

LVDS and CAMX 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, LVDS or CAMX?

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, LVDS or CAMX?

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

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

LVDS has the higher dividend yield at 7.57%, compared with 1.66% for CAMX.

What is the main difference between LVDS and CAMX?

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