Compare · 3 funds side by side · dividends reinvested

CAMX, DFAT and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,974DFAT · best of the three

02 / 04

CAMX, DFAT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−9.6%14.3%$32.1B1.3

Cambiar Aggressive Value ETFUS Stock Styles · Value0.59%1.31%+16.3%+19.9%+17.6%[…]−11.8%15.0%$70M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CAMX 2023 · DFAT 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Cambiar Aggressive Value ETF · $70M[…]

CAMX

DFAT

Dimensional - US Targeted Value ETF · $32.1B$15,974

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

CAMXMeasureDFAT

+16.3%Year to dateJan 1 → Nov 5+20.6%

+19.9%1 yearTotal return+26.4%

+17.6%3 years · per year$10,000 became $16,279 · $17,261+20.0%

[…]5 years · per year$10,000 became […] · $16,744+10.9%

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

1.31%Trailing 12-mo yield$131 · $131 a year on $10k1.31%

−11.8%Worst dropSmaller is better−9.6%

15.0%VolatilityLower is calmer14.3%

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

0–6DFAT wins

End-of-day Nov 5, 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

22.5%in top 5

DFAT

in top 53.5%

CAMXStockDFAT

4.9%ELVnot top 5

4.5%UBERnot top 5

4.5%CMEnot top 5

4.3%MDTnot top 5

4.2%BMYnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5CNH0.7%

not top 5TOL0.7%

not top 5SJM0.7%

Held in common0.6%

End-of-day Nov 5, 2026 · share of each fund

CAMX vs DFAT Returns, Every Period

CambiarCAMX

+19.9%

past year

DFATDimensional

+26.4%

past year

CAMXDFATFaded: behind in that period

0–3DFAT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CAMX vs DFAT

YTD

CambiarCAMX

+16.3%

DFATDimensional

+20.6%

+16.3%Year to date+20.6%

−11.8%Worst drop · 1Y−9.6%

15.0%Volatility · 1Y14.3%

1.3%Yield1.3%

$70.3MAssets$32.1B

3–0DFAT wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAMX, DFAT, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAT0.31%$31

CAMX0.59%$59

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CAMX, DFAT, IWF

1.31%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.31%$131

CAMX1.31%$131

IWF0.37%$37

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

CAMX$131 − $59 = $72

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CAMX, DFAT, IWF

Today

3.2%most shared, CAMX and IWF

CAMXDFATIWF

CAMX—0.6%3.2%

DFAT0.6%—0.0%

IWF3.2%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.4%DFAT, at 14.3% volatility

DFATWorst drop−9.6%14.3% vol

CAMXWorst drop−11.8%15.0% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCAMX

+20.6%Year to date+16.3%

1.3%Yield1.3%

+26.4%Past year+19.9%

0.31%Fee0.59%

3–0DFAT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026