CAMX vs JGLO
Cambiar Aggressive Value ETF vs JPMorgan Global Select Equity ETF
Which is better, CAMX or JGLO?
Each has led over a different period.
JGLO has a lower expense ratio. CAMX led over 1Y, JGLO over 3Y and the full window. CAMX is less concentrated, with 41.0% of the fund in its ten largest positions against 41.4%.
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 | JGLO |
|---|---|---|
| Expense Ratio | 0.59% | 0.47%Best |
| AUM | $66M | $6.4B |
| Dividend Yield | 1.44% | 1.12% |
| Holdings | 70 | 186 |
| YTD Return | +7.19%Best | +6.16% |
| 1Y Return | +10.86%Best | +8.59% |
| 3Y Return (annualized) | +12.61% | +16.41%Best |
| Volatility (annualized) | 13.8% | 10.9%Best |
| Max Drawdown | -15.7%Best | -16.1% |
| $10,000 over 3.1 years | $13,789 | $15,423Best |
| Top 10 Weight | 41.0%Best | 41.4% |
| Fund Family | Cambiar Investors, LLC | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 13, 2023 | Sep 13, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 14, 2023 to Oct 14, 2026 (3.1 years).
CAMX vs JGLO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.1 years both funds cover.
CAMX vs JGLO Performance
Cambiar Aggressive Value ETF (CAMX) is an ETF from Cambiar Investors, LLC and JPMorgan Global Select Equity ETF (JGLO) is an ETF from J.P. Morgan Asset Management. Over the past year CAMX returned +10.86% while JGLO returned +8.59%. Year to date, CAMX is up 7.19% versus a gain of 6.16% for JGLO.
Over three years, CAMX compounded at +12.61% per year against +16.41% for JGLO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CAMX has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 10.9% for JGLO. 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 -16.1% for JGLO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CAMX charges 0.59% per year while JGLO charges 0.47%. On a $10,000 position that is $59 vs $47 annually, a gap of $12 per year that compounds over a long holding period. On income, CAMX currently yields 1.44% against 1.12% for JGLO.
Holdings Overlap
17.0% of CAMX's money is in holdings JGLO also owns. 12.1% of JGLO's money is in holdings CAMX also owns.
CAMX and JGLO share little of their money.
5 positions in common, counted across the 33 positions we hold weights for in CAMX and 79 in JGLO, against full books of 70 and 186.
What only one of them owns
Our book lists 46 positions for JGLO that do not appear in our book for CAMX (61.8% of the fund), and 25 for CAMX that do not appear in JGLO (72.3%).
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.
You are not choosing between two funds in isolation.
Whichever of CAMX and JGLO 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 JGLO?
CAMX has an expense ratio of 0.59% while JGLO charges 0.47%. JGLO is the cheaper option, by $12 a year on a $10,000 investment.
Which performed better, CAMX or JGLO?
Over the past year CAMX returned +10.86% vs +8.59% for JGLO, so CAMX leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CAMX or JGLO?
CAMX has been the more volatile fund at 13.8% annualized versus 10.9% for JGLO. Worst drawdown: CAMX -15.7% vs JGLO -16.1%.
Should I hold both CAMX and JGLO?
CAMX and JGLO have a monthly-return correlation of 0.77, 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 JGLO?
17.0% of CAMX's money is in holdings JGLO also owns. 12.1% of JGLO's is in holdings CAMX also owns. They hold 5 positions in common, counted across the 33 positions we hold weights for in CAMX and 79 in JGLO.
Which pays a higher dividend, CAMX or JGLO?
CAMX yields 1.44% while JGLO yields 1.12%, so CAMX currently pays the higher dividend yield.
Is JGLO better than CAMX?
JGLO has a lower expense ratio. CAMX led over 1Y, JGLO over 3Y and the full window. CAMX is less concentrated, with 41.0% of the fund in its ten largest positions against 41.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.