CAMX vs WTV

CAMXDCambiar Aggressive Value ETF

WTVAWisdomTree U.S. Value Fund

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.

WTV Most value funds shop for low price tags. WTV shops for cash coming back to shareholders: dividends plus net buybacks, filtered for quality and profitability. Actively run, priced like an index fund at 0.12%.

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.

WTV The fund seeks income and capital appreciation through primarily U.S. equities selected for high total shareholder yield and favorable relative quality characteristics.

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%.

• WTV Charges 0.12% a year, under a quarter of the 0.55% typical for active US value funds, and less than every same-benchmark rival in its group (JAVA 0.44%, CGVV 0.33%, TEQI 0.54%).
• "Value" here means cash returned: dividend yield plus net buyback yield, with quality and profitability screens, rather than a plain low price-to-book sort.wisdomtree.com
• About 160 US stocks, a multi-billion-dollar asset base, and a live track record dating to 2007. Distributions land quarterly.

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.

• WTV Full equity with no downside cushion, and a value tilt that can lean into a handful of sectors. Risk is the least polished part of the profile.
• Rules-based active, not an index tracker, so results can diverge from the Russell 1000 Value in either direction.
• Buybacks supply much of the shareholder yield, and companies can scale repurchases back more easily than they cut dividends.wisdomtree.com

Full CAMX profile⁠

Full WTV profile⁠