CAMX vs SEIV

CAMXDCambiar Aggressive Value ETF

SEIVASEI QiM U.S. Large Cap Value Active ETF

In short

CAMX Cambiar's active swing at US value: large-cap leaning but unconstrained by size or sector, measured against the Russell 1000 Value. A small, young fund that treats value as a stock-picker's job rather than an index to copy.

SEIV Active quant value stock-picking at an index-fund price. SEIV screens U.S. large caps for cheap valuations plus quality, momentum and low volatility, then runs a concentrated book of roughly 80 names for 0.15% a year.

Stated mandate

CAMX The Fund seeks long-term capital appreciation. It primarily invests in U.S. equity securities, generally emphasizing large-capitalization companies while remaining unconstrained by market capitalization or sector.

SEIV The Fund seeks long-term capital appreciation through primarily U.S. common stocks priced below fundamental valuation measures, using a quantitative, active stock-selection approach.

Why people hold it

• CAMX The mandate is unboxed: US equities with a large-cap lean, but free to own any market cap or sector when the value case shows up there.
• What it owns lines up with what it advertises. This is a real value portfolio held to the Russell 1000 Value yardstick, not a label.
• Its 0.59% fee sits right alongside other active funds benchmarked to the same index, such as OAKM at 0.59% and BUSA and PZLV at 0.60%.

• SEIV 0.15% a year for genuine active selection, against a 0.55% median in its U.S. value peer group. It matches the cheapest large-value quant funds rather than charging active prices.
• Value is not the only screen. The model also weighs quality, momentum and low volatility, which is how a cheap-stock strategy tries to avoid the cheap-for-a-reason trap.
• Other funds measured against the S&P 500 in this cohort charge far more (LSVD 0.40%, GSPY 0.50%, VNSE 1.34%). SEIV runs its version at 0.15%.
• Sits among the strongest implementations in a crowded U.S. value field, and trades with enough regular activity to be workable for ordinary retail order sizes.

Worth knowing

• CAMX Thinly traded on a modest asset base, so spreads can run wider and a large order can push the price more than in a giant fund.
• That 0.59% is above the typical fund in its value cohort, and rules-based rivals on the same Russell 1000 Value benchmark charge far less (WTV at 0.12%).
• Launched in 2023, so the record is short. Distributions land once or twice a year, not quarterly.

• SEIV About 80 stocks measured against a 500-name benchmark. That concentration means stretches where it looks nothing like the S&P 500, in either direction.
• Launched in 2022, so the live record is short, and the asset base is mid-sized rather than among the giants of the value aisle.
• You get the factor recipe, not the trade-by-trade logic: selection sits inside a quantitative model. Distributions land quarterly, not monthly.

Full CAMX profile⁠

Full SEIV profile⁠