Compare · 2 funds side by side · dividends reinvested

CAMX and DFAT

CAMXCambiar×DFATDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,134DFAT · best of the two

02 / 04

CAMX and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.1%+25.0%+19.7%+10.0%−9.6%14.3%$31.7B1.1

Cambiar Aggressive Value ETFUS Stock Styles · Value0.59%1.36%+12.1%+15.2%+16.5%[…]−11.8%14.5%$68M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CAMX 2023 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

Cambiar Aggressive Value ETF · $68M[…]

CAMX

DFAT

Dimensional - US Targeted Value ETF · $31.7B$16,134

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

CAMXMeasureDFAT

+12.1%Year to dateJan 1 → Nov 3+19.1%

+15.2%1 yearTotal return+25.0%

+16.5%3 years · per year$10,000 became $15,817 · $17,168+19.7%

[…]5 years · per year$10,000 became […] · $16,134+10.0%

0.59%Expense ratio$59 · $31 a year on $10k · lower is better0.31%

1.36%Trailing 12-mo yield$136 · $133 a year on $10k1.33%

−11.8%Worst dropSmaller is better−9.6%

14.5%VolatilityLower is calmer14.3%

CAMXDFAT Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6DFAT wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CAMX vs DFAT: Top 5 Holdings

Today

CAMX

22.3%in top 5

DFAT

in top 53.7%

CAMXStockDFAT

4.8%ELVnot top 5

4.6%CMEnot top 5

4.4%UBERnot top 5

4.3%BMYnot top 5

4.2%MDTnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5APA0.7%

not top 5CNH0.7%

not top 5TOL0.7%

Held in common0.5%

End-of-day Nov 3, 2026 · share of each fund

CAMX vs DFAT Returns, Every Period

CambiarCAMX

+15.2%

past year

DFATDimensional

+25.0%

past year

CAMXDFATFaded: behind in that period

0–3DFAT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CAMX vs DFAT

YTD

CambiarCAMX

+12.1%

DFATDimensional

+19.1%

+12.1%Year to date+19.1%

−11.8%Worst drop · 1Y−9.6%

14.5%Volatility · 1Y14.3%

1.4%Yield1.3%

$68.3MAssets$31.7B

3–1DFAT wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAMX, DFAT

Today

0.31%lowest, DFAT

FundExpense ratioFee$10k

DFAT0.31%$31

CAMX0.59%$59

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CAMX, DFAT

1.36%highest, CAMX

FundTrailing yieldYield$10k

CAMX1.36%$136

DFAT1.33%$133

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, DFAT

DFAT$133 − $31 = $102

CAMX$136 − $59 = $77

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CAMX, DFAT

Today

0.5%most shared, CAMX and DFAT

CAMXDFAT

CAMX—0.5%

DFAT0.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.0%DFAT, at 14.3% volatility

DFATWorst drop−9.6%14.3% vol

CAMXWorst drop−11.8%14.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

CAMXDFAT

+12.1%Year to date+19.1%

1.4%Yield1.3%

+15.2%Past year+25.0%

0.59%Fee0.31%

3–1DFAT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026