CAMX vs IQRA
Cambiar Aggressive Value ETF vs NYLI CBRE Real Assets ETF
Which is better, CAMX or IQRA?
Each has led over a different period.
CAMX has a lower expense ratio. CAMX led over the full window, IQRA over 1Y. IQRA is less concentrated, with 29.1% of the fund in its ten largest positions against 41.0%.
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 | IQRA |
|---|---|---|
| Expense Ratio | 0.59%Best | 0.65% |
| AUM | $66M | $7M |
| Dividend Yield | 1.44% | 2.65% |
| Holdings | 70 | 107 |
| Volatility (annualized) | 13.4%Best | 13.6% |
| Max Drawdown | -15.7%Tie | -15.7%Tie |
| $10,000 over 3.3 years | $15,616Best | $13,298 |
| Top 10 Weight | 41.0% | 29.1%Best |
| Fund Family | Cambiar Investors, LLC | IndexIQ Trust |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 13, 2023 | May 10, 2023 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).
The two price series end 48 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 IQRA through Aug 27, 2026.
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: May 10, 2023 to Aug 27, 2026 (3.3 years).
Risk: Volatility and Drawdowns
IQRA has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.4% 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 -15.7% for IQRA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CAMX charges 0.59% per year while IQRA charges 0.65%. On a $10,000 position that is $59 vs $65 annually, a gap of $6 per year that compounds over a long holding period. On income, CAMX currently yields 1.44% against 2.65% for IQRA.
Holdings Overlap
2.9% of CAMX's money is in holdings IQRA also owns. 0.8% of IQRA's money is in holdings CAMX also owns.
CAMX and IQRA share little of their money.
The two holdings books were reported 93 days apart, CAMX as of Oct 1, 2026 and IQRA as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
1 positions in common, counted across the 33 positions we hold weights for in CAMX and 102 in IQRA, against full books of 70 and 107.
What only one of them owns
Our book lists 50 positions for IQRA that do not appear in our book for CAMX (62.6% of the fund), and 29 for CAMX that do not appear in IQRA (86.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CAMX | Weight in IQRA | Difference |
|---|---|---|---|
| UNPUnion Pacific Corp | 2.94% | 0.81% | 2.13% |
You are not choosing between two funds in isolation.
Whichever of CAMX and IQRA 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 IQRA?
CAMX has an expense ratio of 0.59% while IQRA charges 0.65%. CAMX is the cheaper option, by $6 a year on a $10,000 investment.
Which is riskier, CAMX or IQRA?
IQRA has been the more volatile fund at 13.6% annualized versus 13.4% for CAMX. Worst drawdown: CAMX -15.7% vs IQRA -15.7%.
Should I hold both CAMX and IQRA?
CAMX and IQRA have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CAMX and IQRA?
2.9% of CAMX's money is in holdings IQRA also owns. 0.8% of IQRA's is in holdings CAMX also owns. They hold 1 positions in common, counted across the 33 positions we hold weights for in CAMX and 102 in IQRA.
Which pays a higher dividend, CAMX or IQRA?
CAMX yields 1.44% while IQRA yields 2.65%, so IQRA currently pays the higher dividend yield.
Is IQRA better than CAMX?
CAMX has a lower expense ratio. CAMX led over the full window, IQRA over 1Y. IQRA is less concentrated, with 29.1% of the fund in its ten largest positions against 41.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.