Compare · 3 funds side by side · dividends reinvested

CAMX, DFAT and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · best of the three

Story of the three · IncomeMost incomeDFAT · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

CAMX, DFAT and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.5B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B2.3

Cambiar Aggressive Value ETFUS Stock Styles · Value0.59%1.32%+15.2%+17.4%+15.9%[…]−11.8%15.3%$70M2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: CAMX 2023 · DFAT 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Cambiar Aggressive Value ETF · $70M[…]

CAMX

DFAT

Dimensional - US Targeted Value ETF · $31.5B$15,377

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

CAMX

More Ways to See the Pairs

CAMX vs DFAT: Top 5 Holdings

Today

CAMX

22.5%in top 5

DFAT

in top 53.6%

CAMXStockDFAT

4.9%ELVnot top 5

4.7%CMEnot top 5

4.5%UBERnot top 5

4.2%MDTnot top 5

4.2%BMYnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: CAMX, DFAT, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

DFAT

+15.2%Year to dateJan 1 → Nov 13+18.8%

+17.4%1 yearTotal return+22.8%

+15.9%3 years · per year$10,000 became $15,573 · $16,427+18.0%

[…]5 years · per year$10,000 became […] · $15,377+9.0%

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

1.32%Trailing 12-mo yield$132 · $133 a year on $10k1.33%

−11.8%Worst dropSmaller is better−9.6%

15.3%VolatilityLower is calmer14.8%

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

0–7DFAT wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5OVV0.8%

not top 5CNH0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common0.6%

End-of-day Nov 13, 2026 · share of each fund

CAMX vs DFAT Returns, Every Period

1Y

CambiarCAMX

+17.4%

past year

DFATDimensional

+22.8%

past year

CAMXDFATFaded: behind in that period

0–3DFAT wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

CAMX vs DFAT

YTD

CambiarCAMX

+15.2%

DFATDimensional

+18.8%

+15.2%Year to date+18.8%

−11.8%Worst drop · 1Y−9.6%

15.3%Volatility · 1Y14.8%

1.3%Yield1.3%

$69.9MAssets$31.5B

3–0DFAT wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

CAMX1.32%$132

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$102most kept, DFAT

DFAT$133 − $31 = $102

CAMX$132 − $59 = $73

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CAMX, DFAT, IWF

Today

3.3%most shared, CAMX and IWF

CAMXDFATIWF

CAMX—0.6%3.3%

DFAT0.6%—0.0%

IWF3.3%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.8%DFAT, at 14.8% volatility

DFATWorst drop−9.6%14.8% vol

CAMXWorst drop−11.8%15.3% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCAMX

+18.8%Year to date+15.2%

1.3%Yield1.3%

+22.8%Past year+17.4%

0.31%Fee0.59%

3–0DFAT wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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CAMX, DFAT and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three