Compare · 3 funds side by side · dividends reinvested

DFAT, CAMX and VUG

DFATDimensional×CAMXCambiar×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

DFAT, CAMX and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+16.6%+22.1%+18.1%+9.8%−9.6%14.6%$31.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Cambiar Aggressive Value ETFUS Stock Styles · Value0.59%1.35%+12.6%+16.3%+15.8%[…]−11.8%15.2%$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 6, 2026 · returns include dividends · since: DFAT 2000 · CAMX 2023 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $31.1B$15,924

DFAT

CAMX

Cambiar Aggressive Value ETF · $70M[…]

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

DFATMeasureCAMX

+16.6%Year to dateJan 1 → Nov 6+12.6%

+22.1%1 yearTotal return+16.3%

+18.1%3 years · per year$10,000 became $16,470 · $15,548+15.8%

+9.8%5 years · per year$10,000 became $15,924 · […][…]

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

1.35%Trailing 12-mo yield$135 · $135 a year on $10k1.35%

−9.6%Worst dropSmaller is better−11.8%

14.6%VolatilityLower is calmer15.2%

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

6–0DFAT wins

End-of-day Nov 6, 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 522.8%

DFATStockCAMX

not top 5ELV5.0%

not top 5CME4.6%

not top 5UBER4.6%

not top 5MDT4.4%

not top 5BMY4.3%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%CNHnot top 5

0.7%TOLnot top 5

Held in common0.6%

End-of-day Nov 6, 2026 · share of each fund

DFAT vs CAMX Returns, Every Period

DimensionalDFAT

+22.1%

past year

CAMXCambiar

+16.3%

past year

DFATCAMXFaded: behind in that period

3–0DFAT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

DFAT vs CAMX

YTD

DimensionalDFAT

+16.6%

CAMXCambiar

+12.6%

+16.6%Year to date+12.6%

−9.6%Worst drop · 1Y−11.8%

14.6%Volatility · 1Y15.2%

1.4%Yield1.4%

$31.1BAssets$70.3M

3–0DFAT wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, CAMX, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAT0.31%$31

CAMX0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAT, CAMX, VUG

1.35%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.35%$135

CAMX1.35%$135

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

CAMX$135 − $59 = $76

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAT, CAMX, VUG

Today

5.7%most shared, CAMX and VUG

DFATCAMXVUG

DFAT—0.6%0.0%

CAMX0.6%—5.7%

VUG0.0%5.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.1%DFAT, at 14.6% volatility

DFATWorst drop−9.6%14.6% vol

CAMXWorst drop−11.8%15.2% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCAMX

+16.6%Year to date+12.6%

1.4%Yield1.4%

+22.1%Past year+16.3%

0.31%Fee0.59%

3–0DFAT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026