DFAT vs CLCV

ADFAT

BCLCV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,633DFAT · IJH $13,809

Lowest cost0.05%IJH · $5 on $10k

Most income1.33%DFAT · $133 on $10k

Smallest drop−6.9%CLCV · worst fall in 1Y

Held in common0.7%DFAT and CLCV

Dimensional - US Targeted Value ETF · $31.8BCrossmark ETF Trust - Crossmark Large Cap Value ETF · $19M

+17.5%3 years · per year$16,236 · […][…]

+9.3%5 years · per year$15,633 · […][…]

0.31%Expense ratio$31 · $50 on $10k · lower wins0.50%

1.33%12-mo yield$133 · $34 on $10k0.34%

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,633

CLCV

Crossmark ETF Trust - Crossmark Large Cap Value

[…]

MeasureDFATCLCV

Fee0.31%0.50%

Cost on $10k a year$31$50

Yield1.33%0.34%

5 years, per year+9.3%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y14.8%12.5%

#
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	BCLCV	Crossmark ETF Trust - Crossmark Large Cap Value ETFRead Desk	0.50%	0.34%	−0.4%	+15.9%	+19.3%	new	new	−6.9%	$19M

#
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	BCLCV	Crossmark ETF Trust - Crossmark Large Cap Value ETFRead Desk	0.50%	0.34%	−0.4%	+15.9%	+19.3%	new	new	−6.9%	$19M

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