CAMXvsKATETF Comparison
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Cambiar Aggressive Value ETF (CAMX) belongs to the US Multi-Factor segment. Scharf ETF (KAT) is part of the US Large Cap segment. CAMX's top 3 sector exposures are Industrials, Healthcare and Technology. In contrast, KAT's top sector exposures are Healthcare, Finance and Technology. CAMX is less expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.75% for KAT. CAMX is up 13.75% year-to-date (YTD) with +$291K in YTD flows. KAT performs worse with 5.78% YTD performance, and -$87M in YTD flows. Run a side-by-side ETF comparison of CAMX and KAT below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CAMX vs KAT performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 08/05/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CAMX KAT | +1.88%+4.23% | +3.67%+5.10% | +13.75%+5.78% | +19.29%n/a | +46.16%n/a | n/an/a |
| Flows | CAMX KAT | -$361K-$25M | -$361K-$46M | +$291K-$87M | +$16K- | -$238K- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CAMX KAT | +14.00%+10.39% | +14.01%n/a | +14.41%n/a | n/an/a |
| Max drawdown | CAMX KAT | -3.18%-4.00% | -11.81%n/a | -15.43%n/a | n/an/a |
| Max drawdown duration | CAMX KAT | 22d44d | 79dn/a | 130dn/a | n/an/a |
Trading data
CAMX | KAT | |
Last sale 8/5/2026 at 1:30 PM | $35.84 | $58.06 |
| Previous close 08/05/2026 | $36.02 | $58.01 |
| Consolidated volume 08/05/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 8/5/2026 at 1:30 PM
Live
Closed
CAMX | KAT | |
|---|---|---|
| Last price | $35.84 | $58.06 |
| 1D performance | -0.49% | +0.10% |
| AuM | $69.04 M | $671.83 M |
| E/R | 0.59% | 0.75% |
Characteristics
CAMX | KAT | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Cambiar Investors | Scharf Funds |
| Benchmark | - | - |
| N° of holdings | 31 | 30 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | February 13, 2023 | August 25, 2025 |
| ESG | No | No |
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Exposure
Countries
CAMX
USA
71.02%
Other
28.98%
KAT
USA
74.9%
Other
25.1%
Sectors
CAMX
Industrials
22.66%
Healthcare
21.34%
Technology
12.99%
Finance
8.56%
Other
34.45%
KAT
Healthcare
22.57%
Finance
18.97%
Technology
15.27%
Industrials
8.34%
Other
34.85%
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Diversification
CAMX
Total weight of top 15 holdings out of 15
58.97%
KAT
Total weight of top 15 holdings out of 15
61.39%
Top 15 holdings
Data as of June 30, 2026
CAMX
Uber Technologies, Inc.
5.03%
Southwest Airlines Co.
4.86%
Airbus SE
4.55%
Elevance Health, Inc.
4.39%
Delta Air Lines, Inc.
4.31%
Bristol Myers Squibb Co.
4.08%
Union Pacific Corp.
3.91%
Amrize Ltd.
3.88%
Nintendo Co., Ltd.
3.65%
Align Technology, Inc.
3.63%
CME Group, Inc.
3.48%
Medtronic Plc
3.42%
Alphabet, Inc.
3.37%
Aptiv Plc
3.35%
Shimano, Inc.
3.05%
KAT
Occidental Petroleum Corp.
5.61%
Union Pacific Corp.
5.48%
Markel Group, Inc.
5.27%
Amazon.com, Inc.
4.40%
Visa, Inc.
4.25%
Chubb Ltd.
4.19%
McKesson Corp.
4.15%
Microsoft Corp.
4.14%
Samsung Electronics Co., Ltd.
3.93%
Meta Platforms, Inc.
3.64%
Agilent Technologies, Inc.
3.57%
Centene Corp.
3.50%
Otis Worldwide Corp.
3.34%
UnitedHealth Group, Inc.
2.99%
Franco-Nevada Corp.
2.93%
Frequently asked questions about CAMX and KAT
How have the CAMX and KAT ETFs performed in 2026?
As of August 5, 2026, CAMX is up 13.75% year-to-date (YTD), while KAT has returned 5.78%. That puts CAMX better performer ahead so far this year.
Which ETF is attracting more investor money: CAMX or KAT?
Year-to-date, the CAMX ETF saw +$291K in flows, compared to -$87M for KAT.
Which ETF is bigger: CAMX or KAT?
As of August 5, 2026, CAMX holds $69.04 M in assets under management (AUM), while KAT manages $671.83 M.
What sectors do the CAMX and KAT ETFs invest in?
CAMX leans toward sectors like Industrials, Healthcare and Technology. Meanwhile, KAT focuses on Healthcare, Finance and Technology.
What are the top holdings of the CAMX ETF and KAT ETF?
CAMX top holdings include Uber Technologies, Inc., Southwest Airlines Co. and Airbus SE. KAT holds in its top three: Occidental Petroleum Corp., Union Pacific Corp. and Markel Group, Inc..
Which ETF is more diversified: CAMX or KAT?
CAMX holds 33 securities with 58.97% of its assets in the top 15. KAT has 31 securities and a top 15 weight of 61.39%.
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Latest news about CAMX & KAT
Tapping into Stocks and Commodities with Active Strategies
April 18, 2023
CAMX
Cambiar Investors launches new ETF, Cambiar Aggressive Value ETF
February 22, 2023
CAMX
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