Compare · 3 funds side by side · dividends reinvested

DFAT, CAMX and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,937DFAT · best of the three

Story of the three · IncomeMost incomeDFAT · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

DFAT, CAMX and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.0%+24.8%+16.9%+9.8%−9.6%14.7%$31.6B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$124B2.3

Cambiar Aggressive Value ETFUS Stock Styles · Value0.59%1.32%+15.2%+19.7%+15.6%[…]−11.8%15.3%$70M2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFAT 2000 · CAMX 2023 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.6B$15,937

DFAT

CAMX

Cambiar Aggressive Value ETF · $70M[…]

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

DFAT

More Ways to See the Pairs

DFAT vs CAMX: Top 5 Holdings

Today

DFAT

3.6%in top 5

CAMX

in top 522.3%

DFATStockCAMX

not top 5ELV4.8%

not top 5UBER4.7%

not top 5CME4.5%

not top 5MDT4.2%

not top 5BMY4.1%

Cost, Income and Risk

Fees: DFAT, CAMX, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

DFAT0.31%$31

CAMX0.59%$59

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

Yields: DFAT, CAMX, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

CAMX

+19.0%Year to dateJan 1 → Nov 10+15.2%

+24.8%1 yearTotal return+19.7%

+16.9%3 years · per year$10,000 became $15,988 · $15,434+15.6%

+9.8%5 years · per year$10,000 became $15,937 · […][…]

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

1.33%Trailing 12-mo yield$133 · $132 a year on $10k1.32%

−9.6%Worst dropSmaller is better−11.8%

14.7%VolatilityLower is calmer15.3%

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

7–0DFAT wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%CNHnot top 5

0.7%OVVnot top 5

0.7%BALLnot top 5

0.7%TOLnot top 5

0.7%SJMnot top 5

Held in common0.6%

End-of-day Nov 10, 2026 · share of each fund

DFAT vs CAMX Returns, Every Period

1Y

DimensionalDFAT

+24.8%

past year

CAMXCambiar

+19.7%

past year

DFATCAMXFaded: behind in that period

3–0DFAT wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

DFAT vs CAMX

YTD

DimensionalDFAT

+19.0%

CAMXCambiar

+15.2%

+19.0%Year to date+15.2%

−9.6%Worst drop · 1Y−11.8%

14.7%Volatility · 1Y15.3%

1.3%Yield1.3%

$31.6BAssets$69.6M

3–0DFAT wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

CAMX1.32%$132

IJH1.22%$122

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, IJH

IJH$122 − $5 = $117

DFAT$133 − $31 = $102

CAMX$132 − $59 = $73

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFAT, CAMX, IJH

Today

30.0%most shared, DFAT and IJH

DFATCAMXIJH

DFAT—0.6%30.0%

CAMX0.6%—0.5%

IJH30.0%0.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%DFAT, at 14.7% volatility

DFATWorst drop−9.6%14.7% vol

CAMXWorst drop−11.8%15.3% vol

IJHWorst drop−8.8%15.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCAMX

+19.0%Year to date+15.2%

1.3%Yield1.3%

+24.8%Past year+19.7%

0.31%Fee0.59%

3–0DFAT wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFAT, CAMX and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three