Compare · 3 funds side by side · dividends reinvested

CAMX, DFAT and VUG

CAMXCambiar×DFATDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

CAMX, DFAT and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+17.0%+23.5%+18.5%+9.8%−9.6%14.7%$32.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

Cambiar Aggressive Value ETFUS Stock Styles · Value0.59%1.35%+13.0%+17.5%+16.3%[…]−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 5, 2026 · returns include dividends · since: CAMX 2023 · DFAT 2000 · VUG 2004

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

+13.0%Year to dateJan 1 → Nov 5+17.0%

+17.5%1 yearTotal return+23.5%

+16.3%3 years · per year$10,000 became $15,724 · $16,661+18.5%

[…]5 years · per year$10,000 became […] · $15,974+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%

15.3%VolatilityLower is calmer14.7%

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

+17.5%

past year

DFATDimensional

+23.5%

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

+13.0%

DFATDimensional

+17.0%

+13.0%Year to date+17.0%

−11.8%Worst drop · 1Y−9.6%

15.3%Volatility · 1Y14.7%

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, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAT0.31%$31

CAMX0.59%$59

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

Yields: CAMX, DFAT, VUG

1.35%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.35%$135

CAMX1.35%$135

VUG0.43%$43

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

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

CAMX$135 − $59 = $76

VUG$43 − $3 = $40

KeptFee

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

Overlap: CAMX, DFAT, VUG

Today

5.7%most shared, CAMX and VUG

CAMXDFATVUG

CAMX—0.6%5.7%

DFAT0.6%—0.0%

VUG5.7%0.0%—

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

Return vs Bumpiness: 3 ETFs

+23.5%DFAT, at 14.7% volatility

DFATWorst drop−9.6%14.7% vol

CAMXWorst drop−11.8%15.3% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

DFATCAMX

+17.0%Year to date+13.0%

1.3%Yield1.3%

+23.5%Past year+17.5%

0.31%Fee0.59%

3–0DFAT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026