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$16,565VUG · 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%1.32%+19.3%+26.4%+18.0%+9.8%−9.6%14.8%$31.7B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Cambiar Aggressive Value ETFUS Stock Styles · Value0.59%1.32%+15.2%+20.3%+16.0%[…]−11.8%15.3%$68M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: CAMX 2023 · DFAT 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $31.7B$15,930

DFAT

CAMX

Cambiar Aggressive Value ETF · $68M[…]

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

DFATMeasureCAMX

+19.3%Year to dateJan 1 → Nov 9+15.2%

+26.4%1 yearTotal return+20.3%

+18.0%3 years · per year$10,000 became $16,444 · $15,620+16.0%

+9.8%5 years · per year$10,000 became $15,930 · […][…]

0.31%Expense ratio$31 · $59 a year on $10k · lower is better0.59%

1.32%Trailing 12-mo yield$132 · $132 a year on $10k1.32%

−9.6%Worst dropSmaller is better−11.8%

14.8%VolatilityLower is calmer15.3%

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

6–0DFAT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAT vs CAMX: Top 5 Holdings

Today

DFAT

3.6%in top 5

CAMX

in top 522.7%

DFATStockCAMX

not top 5ELV5.0%

not top 5CME4.6%

not top 5UBER4.6%

not top 5MDT4.3%

not top 5BMY4.2%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%CNHnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.6%

End-of-day Nov 9, 2026 · share of each fund

DFAT vs CAMX Returns, Every Period

DimensionalDFAT

+26.4%

past year

CAMXCambiar

+20.3%

past year

DFATCAMXFaded: behind in that period

3–0DFAT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFAT vs CAMX

YTD

DimensionalDFAT

+19.3%

CAMXCambiar

+15.2%

+19.3%Year to date+15.2%

−9.6%Worst drop · 1Y−11.8%

14.8%Volatility · 1Y15.3%

1.3%Yield1.3%

$31.7BAssets$68.0M

3–0DFAT wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: CAMX, DFAT, VUG

1.32%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.32%$132

CAMX1.32%$132

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, DFAT

DFAT$132 − $31 = $101

CAMX$132 − $59 = $73

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 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 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.4%DFAT, at 14.8% volatility

DFATWorst drop−9.6%14.8% vol

CAMXWorst drop−11.8%15.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCAMX

+19.3%Year to date+15.2%

1.3%Yield1.3%

+26.4%Past year+20.3%

0.31%Fee0.59%

3–0DFAT wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026