CAMX vs DFAT

ACAMX

BDFAT

Measures won0–4DFAT wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−9.6%DFAT · worst fall in 1Y

Held in common0.5%CAMX and DFAT

CAMX

DFAT

Cambiar Aggressive Value ETF · $70MDimensional - US Targeted Value ETF · $32.1B

+17.6%3 years · per year$16,279 · $17,261+20.0%

[…]5 years · per year[…] · $16,744+10.9%

0.59%Expense ratio$59 · $31 on $10k · lower wins0.31%

1.31%12-mo yield$131 · $131 on $10k1.31%

−11.8%Worst dropSmaller wins−9.6%

15.0%VolatilityLower wins14.3%

0–4DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCAMX · DFAT

3.3%ALGN0.3%

1.6%VSNT0.1%

2.4%APTV0.1%

Held in common0.5%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ACAMX	Cambiar Aggressive Value ETFRead Desk	0.59%	1.31%	+4.0%	+16.3%	+19.9%	+17.6%	new	−11.8%	$70M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	ACAMX	Cambiar Aggressive Value ETFRead Desk	0.59%	1.31%	+4.0%	+16.3%	+19.9%	+17.6%	new	−11.8%	$70M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CAMX vs DFAT

CAMX

Cambiar Aggressive Value

[…]

DFAT

Dimensional - US Targeted Value

$16,744

MeasureCAMXDFAT

Fee0.59%0.31%

Cost on $10k a year$59$31

Yield1.31%1.31%

5 years, per year[…]+10.9%

3 years, per year+17.6%+20.0%

Worst drop · 1Y−11.8%−9.6%

Volatility · 1Y15.0%14.3%

4–0measures won
DFAT first

0.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CAMX, DFAT, IWF

Today

3.1%most shared, CAMX and IWF

CAMXDFATIWF

CAMX—0.5%3.1%

DFAT0.5%—0.0%

IWF3.1%0.0%—

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

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

CAMX$131 − $59 = $72

IWF$37 − $18 = $19

KeptFee

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