DFAT vs CAMX5YDFATDFATAvsBCAMXCAMXDimensional - US Targeted Value ETF · $31.6BCambiar Aggressive Value ETF · $70MReturns · dividends in+16.9%3 years · per year$15,988 · $15,434+15.6%+9.8%5 years · per year$15,937 · […][…]Cost and income0.31%Expense ratio$31 · $59 on $10k · lower wins0.59%1.33%12-mo yield$133 · $132 on $10k
Overlap: DFAT, CAMX, IJHToday30.0%most shared, DFAT and IJHDFATCAMXIJHDFAT—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
DFAT vs CAMX5YADFATDimensional - US Targeted Value$15,937vsCAMXBCambiar Aggressive Value[…]MeasureDFATCAMXFee0.31%0.59%Cost on $10k a year$31$59Yield1.33%1.32%5 years, per year+9.8%[…]3 years, per year+16.9%+15.6%Worst drop · 1Y−9.6%−11.8%Volatility · 1Y14.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.6B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$124.5B3BCAMXCambiar Aggressive Value ETFReadDesk0.59%1.32%0.0%+15.2%+19.7%+15.6%new−11.8%$70MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.6B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$124.5B3BCAMXCambiar Aggressive Value ETFReadDesk0.59%1.32%0.0%+15.2%+19.7%+15.6%new−11.8%$70MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: DFAT, CAMX, IJHToday30.0%most shared, DFAT and IJHDFATCAMXIJHDFAT—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
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117DFAT$133 − $31 = $102CAMX$132 − $59 = $73KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee