Compare · 2 funds side by side · dividends reinvested

CLCV and DFAT

CLCVCrossmark×DFATDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,744DFAT · best of the two

02 / 04

CLCV 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%$31.7B1.3

Crossmark ETF Trust - Crossmark Large Cap Value ETFUS Stock Styles · Value0.50%0.35%+15.4%+20.8%[…][…]−6.9%11.9%$19M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: CLCV 2025 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

Crossmark ETF Trust - Crossmark Large Cap Value ETF · $19M[…]

CLCV

DFAT

Dimensional - US Targeted Value ETF · $31.7B$16,744

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

CLCVMeasureDFAT

+15.4%Year to dateJan 1 → Nov 4+19.1%

+20.8%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%

0.50%Expense ratio$50 · $31 a year on $10k · lower is better0.31%

0.35%Trailing 12-mo yield$35 · $133 a year on $10k1.33%

−6.9%Worst dropSmaller is better−9.6%

11.9%VolatilityLower is calmer14.3%

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

2–4DFAT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLCV vs DFAT: Top 5 Holdings

Today

CLCV

17.2%in top 5

DFAT

in top 53.6%

CLCVStockDFAT

4.6%AAPLnot top 5

3.9%AMZNnot top 5

3.2%MSFTnot top 5

2.8%CSCOnot top 5

2.7%COPnot top 5

not top 5OVV0.8%

not top 5CNH0.7%

not top 5APA0.7%

not top 5BALL0.7%

not top 5TOL0.7%

Held in common0.7%

End-of-day Nov 4, 2026 · share of each fund

CLCV vs DFAT Returns, Every Period

CrossmarkCLCV

+20.8%

past year

DFATDimensional

+25.0%

past year

CLCVDFATFaded: behind in that period

0–2DFAT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CLCV vs DFAT

YTD

CrossmarkCLCV

+15.4%

DFATDimensional

+19.1%

+15.4%Year to date+19.1%

−6.9%Worst drop · 1Y−9.6%

11.9%Volatility · 1Y14.3%

0.3%Yield1.3%

$19.1MAssets$31.7B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLCV, DFAT

Today

0.31%lowest, DFAT

FundExpense ratioFee$10k

DFAT0.31%$31

CLCV0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CLCV, DFAT

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

CLCV0.35%$35

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, DFAT

DFAT$133 − $31 = $102

CLCV$35 − $50 = −$15

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CLCV, DFAT

Today

0.7%most shared, CLCV and DFAT

CLCVDFAT

CLCV—0.7%

DFAT0.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.0%DFAT, at 14.3% volatility

CLCVWorst drop−6.9%11.9% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCLCV

+19.1%Year to date+15.4%

1.3%Yield0.3%

+25.0%Past year+20.8%

0.31%Fee0.50%

4–0DFAT wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026