DFAT vs VAMO

ADFAT

BVAMO

Measures won4–2DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,924DFAT · VAMO $14,795

Lowest cost0.31%DFAT · $31 on $10k

Most income1.35%DFAT · $135 on $10k

Smallest drop−6.7%VAMO · worst fall in 1Y

Held in common12.7%DFAT and VAMO

DFAT

VAMO

Dimensional - US Targeted Value ETF · $30.8BCambria Value and Momentum ETF · $85M

+18.1%3 years · per year$16,470 · $13,770+11.3%

+9.8%5 years · per year$15,924 · $14,795+8.1%

0.31%Expense ratio$31 · $65 on $10k · lower wins0.65%

1.35%12-mo yield$135 · $68 on $10k0.68%

−9.6%Worst dropSmaller wins−6.7%

14.6%VolatilityLower wins10.5%

4–2DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · VAMO

0.8%OVV1.6%

0.6%APA1.6%

0.6%DINO1.4%

0.5%FHN1.6%

Held in common12.7%

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

Both

5Y2 funds

#			Trend
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
2	BVAMO	Cambria Value and Momentum ETFRead Desk		0.65%	0.68%	−0.7%	+3.0%	+6.1%	+11.3%	+8.1%	−6.7%	$85M

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

Both

5Y2 funds

#			Trend
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
2	BVAMO	Cambria Value and Momentum ETFRead Desk		0.65%	0.68%	−0.7%	+3.0%	+6.1%	+11.3%	+8.1%	−6.7%	$85M

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

DFAT vs VAMO

DFAT

Dimensional - US Targeted Value

$15,924

VAMO

Cambria Value and Momentum

$14,795

MeasureDFATVAMO

Fee0.31%0.65%

Cost on $10k a year$31$65

Yield1.35%0.68%

5 years, per year+9.8%+8.1%

3 years, per year+18.1%+11.3%

Worst drop · 1Y−9.6%−6.7%

Volatility · 1Y14.6%10.5%

4–2measures won
DFAT first

12.7%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAT, VAMO

Today

12.7%most shared, DFAT and VAMO

DFATVAMO

DFAT—12.7%

VAMO12.7%—

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

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

VAMO$68 − $65 = $3

KeptFee

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