Compare · 3 funds side by side · dividends reinvested

CAMX, DFAT and VTV

CAMXCambiar×DFATDimensional×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

CAMX, DFAT and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+16.6%+22.1%+18.1%+9.8%−9.6%14.6%$30.8B2.0

Cambiar Aggressive Value ETFUS Stock Styles · Value0.59%1.35%+12.6%+16.3%+15.8%[…]−11.8%15.2%$68M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: CAMX 2023 · DFAT 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Cambiar Aggressive Value ETF · $68M[…]

CAMX

DFAT

Dimensional - US Targeted Value ETF · $30.8B$15,924

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

CAMXMeasureDFAT

+12.6%Year to dateJan 1 → Nov 6+16.6%

+16.3%1 yearTotal return+22.1%

+15.8%3 years · per year$10,000 became $15,548 · $16,470+18.1%

[…]5 years · per year$10,000 became […] · $15,924+9.8%

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

1.35%Trailing 12-mo yield$135 · $135 a year on $10k1.35%

−11.8%Worst dropSmaller is better−9.6%

15.2%VolatilityLower is calmer14.6%

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

0–6DFAT wins

End-of-day Nov 6, 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

22.8%in top 5

DFAT

in top 53.6%

CAMXStockDFAT

5.0%ELVnot top 5

4.6%CMEnot top 5

4.6%UBERnot top 5

4.4%MDTnot top 5

4.3%BMYnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5CNH0.7%

not top 5TOL0.7%

Held in common0.6%

End-of-day Nov 6, 2026 · share of each fund

CAMX vs DFAT Returns, Every Period

CambiarCAMX

+16.3%

past year

DFATDimensional

+22.1%

past year

CAMXDFATFaded: behind in that period

0–3DFAT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CAMX vs VTV

YTD

CambiarCAMX

+12.6%

VTVVanguard

+18.5%

+12.6%Year to date+18.5%

−11.8%Worst drop · 1Y−6.4%

15.2%Volatility · 1Y10.7%

1.4%Yield1.9%

$68.0MAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CAMX, DFAT, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

DFAT0.31%$31

CAMX0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CAMX, DFAT, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

DFAT1.35%$135

CAMX1.35%$135

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAT$135 − $31 = $104

CAMX$135 − $59 = $76

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CAMX, DFAT, VTV

Today

7.1%most shared, CAMX and VTV

CAMXDFATVTV

CAMX—0.6%7.1%

DFAT0.6%—0.0%

VTV7.1%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

DFATWorst drop−9.6%14.6% vol

CAMXWorst drop−11.8%15.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAT

+18.5%Year to date+16.6%

1.9%Yield1.4%

+22.9%Past year+22.1%

0.03%Fee0.31%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026