Compare · 2 funds side by side · dividends reinvested

CHRI and DFAT

CHRIGlobal X×DFATDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,134DFAT · best of the two

02 / 04

CHRI and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.1%+25.0%+19.7%+10.0%−9.6%14.3%$31.7B1.4

Global X S&P 500 Christian Values ETFUS Stock Styles · Value0.29%0.38%+10.5%+10.2%[…][…]−9.4%13.1%$10M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CHRI 2025 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X S&P 500 Christian Values ETF · $10M[…]

CHRI

DFAT

Dimensional - US Targeted Value ETF · $31.7B$16,134

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

CHRIMeasureDFAT

+10.5%Year to dateJan 1 → Nov 3+19.1%

+10.2%1 yearTotal return+25.0%

[…]3 years · per year$10,000 became […] · $17,168+19.7%

[…]5 years · per year$10,000 became […] · $16,134+10.0%

0.29%Expense ratio$29 · $31 a year on $10k · lower is better0.31%

0.38%Trailing 12-mo yield$38 · $133 a year on $10k1.33%

−9.4%Worst dropSmaller is better−9.6%

13.1%VolatilityLower is calmer14.3%

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

3–3Level

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

More Ways to See the Pairs

CHRI vs DFAT: Top 5 Holdings

Today

CHRI

27.4%in top 5

DFAT

in top 53.7%

CHRIStockDFAT

7.7%AAPLnot top 5

7.6%NVDAnot top 5

5.9%MSFTnot top 5

3.6%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5APA0.7%

not top 5CNH0.7%

not top 5TOL0.7%

Held in common0.8%

End-of-day Nov 3, 2026 · share of each fund

CHRI vs DFAT Returns, Every Period

Global XCHRI

+10.2%

past year

DFATDimensional

+25.0%

past year

CHRIDFATFaded: behind in that period

0–2DFAT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CHRI vs DFAT

YTD

Global XCHRI

+10.5%

DFATDimensional

+19.1%

+10.5%Year to date+19.1%

−9.4%Worst drop · 1Y−9.6%

13.1%Volatility · 1Y14.3%

0.4%Yield1.3%

$9.8MAssets$31.7B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHRI, DFAT

Today

0.29%lowest, CHRI

FundExpense ratioFee$10k

CHRI0.29%$29

DFAT0.31%$31

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CHRI, DFAT

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

CHRI0.38%$38

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, DFAT

DFAT$133 − $31 = $102

CHRI$38 − $29 = $9

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CHRI, DFAT

Today

0.8%most shared, CHRI and DFAT

CHRIDFAT

CHRI—0.8%

DFAT0.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.0%DFAT, at 14.3% volatility

CHRIWorst drop−9.4%13.1% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCHRI

+19.1%Year to date+10.5%

1.3%Yield0.4%

+25.0%Past year+10.2%

0.31%Fee0.29%

3–1DFAT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026