CAMX vs DFAT

ACAMX

BDFAT

Measures won0–4DFAT wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAT $15,924

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.6%CAMX and DFAT

CAMX

DFAT

Cambiar Aggressive Value ETF · $68MDimensional - US Targeted Value ETF · $30.8B

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

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

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

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

−11.8%Worst dropSmaller wins−9.6%

15.2%VolatilityLower wins14.6%

0–4DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCAMX · DFAT

3.4%ALGN0.3%

1.7%VSNT0.2%

2.4%APTV0.1%

Held in common0.6%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
3	ACAMX	Cambiar Aggressive Value ETFRead Desk	0.59%	1.35%	−0.9%	+12.6%	+16.3%	+15.8%	new	−11.8%	$68M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
3	ACAMX	Cambiar Aggressive Value ETFRead Desk	0.59%	1.35%	−0.9%	+12.6%	+16.3%	+15.8%	new	−11.8%	$68M

End-of-day Nov 6, 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

$15,924

MeasureCAMXDFAT

Fee0.59%0.31%

Cost on $10k a year$59$31

Yield1.35%1.35%

5 years, per year[…]+9.8%

3 years, per year+15.8%+18.1%

Worst drop · 1Y−11.8%−9.6%

Volatility · 1Y15.2%14.6%

4–0measures won
DFAT first

0.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CAMX, DFAT, VTV

Today

7.1%most shared, CAMX and VTV

CAMXDFATVTV

CAMX—0.6%7.1%

DFAT0.6%—0.0%

VTV7.1%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAT$135 − $31 = $104

CAMX$135 − $59 = $76

KeptFee

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