Compare · 3 funds side by side · dividends reinvested

DFAT, CAMX and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,927IWF · best of the three

Story of the three · IncomeMost incomeDFAT · 1.32% · $132 a year on $10k

Story of the three · RiskSmallest drop

DFAT, CAMX and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.6B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.3

Cambiar Aggressive Value ETFUS Stock Styles · Value0.59%1.32%+15.6%+19.7%+15.8%[…]−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 11, 2026 · returns include dividends · since: DFAT 2000 · CAMX 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.6B$15,714

DFAT

IWF

iShares Russell 1000 Growth ETF · $117B$15,927

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFAT

More Ways to See the Pairs

DFAT vs IWF: Top 5 Holdings

Today

DFAT

3.6%in top 5

IWF

in top 538.3%

DFATStockIWF

not top 5NVDA12.7%

not top 5AAPL8.8%

not top 5MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: DFAT, CAMX, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DFAT0.31%$31

CAMX0.59%$59

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAT, CAMX, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

IWF

+19.7%Year to dateJan 1 → Nov 11−1.2%

+24.7%1 yearTotal return−2.8%

+17.6%3 years · per year$10,000 became $16,277 · $17,180+19.8%

+9.5%5 years · per year$10,000 became $15,714 · $15,927+9.8%

0.31%Expense ratio$31 · $18 a year on $10k · lower is better0.18%

1.32%Trailing 12-mo yield$132 · $37 a year on $10k0.37%

−9.6%Worst dropSmaller is better−14.6%

14.7%VolatilityLower is calmer19.6%

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

5–3DFAT wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%

0.8%OVVnot top 5

0.7%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

DFAT vs IWF Returns, Every Period

5Y

DimensionalDFAT

+9.5%

5 years, per year

IWFiShares

+9.8%

5 years, per year

DFATIWFFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAT vs CAMX

YTD

DimensionalDFAT

+19.7%

CAMXCambiar

+15.6%

+19.7%Year to date+15.6%

−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 11, 2026 · smaller drop and lower volatility win

1Y

1.32%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.32%$132

CAMX1.32%$132

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$101most kept, DFAT

DFAT$132 − $31 = $101

CAMX$132 − $59 = $73

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAT, CAMX, IWF

Today

3.2%most shared, CAMX and IWF

DFATCAMXIWF

DFAT—0.6%0.0%

CAMX0.6%—3.2%

IWF0.0%3.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.7%DFAT, at 14.7% volatility

DFATWorst drop−9.6%14.7% vol

CAMXWorst drop−11.8%15.3% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCAMX

+19.7%Year to date+15.6%

1.3%Yield1.3%

+24.7%Past year+19.7%

0.31%Fee0.59%

3–0DFAT wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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DFAT, CAMX and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three