CAMX vs HEAT
Cambiar Aggressive Value ETF vs Touchstone Climate Transition ETF
Which is better, CAMX or HEAT?
Each has led over a different period.
CAMX has a lower expense ratio. CAMX led over the full window, HEAT over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CAMX | HEAT |
|---|---|---|
| Expense Ratio | 0.59%Best | 0.69% |
| AUM | $66M | $14M |
| Dividend Yield | 1.44% | 0.53% |
| Holdings | 70 | 64 |
| Volatility (annualized) | 12.5%Best | 15.7% |
| Max Drawdown | -15.7%Best | -20.7% |
| $10,000 over 2.6 years | $13,684Best | $12,259 |
| Fund Family | Cambiar Investors, LLC | Touchstone Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 13, 2023 | Apr 28, 2023 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 299 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. CAMX has data through Oct 14, 2026 and HEAT through Dec 19, 2025.
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: May 2, 2023 to Dec 19, 2025 (2.6 years).
Risk: Volatility and Drawdowns
HEAT has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 12.5% for CAMX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.7% for CAMX and -20.7% for HEAT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CAMX charges 0.59% per year while HEAT charges 0.69%. On a $10,000 position that is $59 vs $69 annually, a gap of $10 per year that compounds over a long holding period. On income, CAMX currently yields 1.44% against 0.53% for HEAT.
You are not choosing between two funds in isolation.
Whichever of CAMX and HEAT you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CAMX or HEAT?
CAMX has an expense ratio of 0.59% while HEAT charges 0.69%. CAMX is the cheaper option, by $10 a year on a $10,000 investment.
Which is riskier, CAMX or HEAT?
HEAT has been the more volatile fund at 15.7% annualized versus 12.5% for CAMX. Worst drawdown: CAMX -15.7% vs HEAT -20.7%.
Should I hold both CAMX and HEAT?
CAMX and HEAT have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, CAMX or HEAT?
CAMX yields 1.44% while HEAT yields 0.53%, so CAMX currently pays the higher dividend yield.
Is HEAT better than CAMX?
CAMX has a lower expense ratio. CAMX led over the full window, HEAT over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.