Compare · 2 funds side by side · dividends reinvested

BTAL and DCOR

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$8,910BTAL · best of the two

02 / 04

BTAL and DCOR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.89%+15.9%+17.4%+23.6%[…]−8.3%12.2%$45.0B1.1

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.74%−9.1%−8.1%−11.2%−2.3%−29.2%24.2%$337M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BTAL 2011 · DCOR 2005

Head to Head

Swap sides Versus in desk

Head to Head

AGF U.S. Market Neutral Anti-Beta Fund · $337M$8,910

BTAL

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.0B[…]

$10,000 five years ago, dividends reinvested · they hold 17.0% in common

BTALMeasureDCOR

−9.1%Year to dateJan 1 → Nov 4+15.9%

−8.1%1 yearTotal return+17.4%

−11.2%3 years · per year$10,000 became $6,995 · $18,904+23.6%

−2.3%5 years · per year$10,000 became $8,910 · […][…]

1.53%Expense ratio$153 · $17 a year on $10k · lower is better0.17%

2.74%Trailing 12-mo yield$274 · $89 a year on $10k0.89%

−29.2%Worst dropSmaller is better−8.3%

24.2%VolatilityLower is calmer12.2%

BTALDCOR Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6DCOR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BTAL vs DCOR: Top 5 Holdings

Today

BTAL

26.6%in top 5

DCOR

in top 520.2%

BTALStockDCOR

not top 5AAPL5.8%

not top 5NVDA5.7%

5.6%ACNnot top 5

5.4%ZSnot top 5

5.3%FCNnot top 5

5.2%EPAMnot top 5

5.2%SAICnot top 5

not top 5MSFT4.4%

not top 5AMZN2.7%

not top 5META1.7%

Held in common17.0%

End-of-day Nov 4, 2026 · share of each fund

BTAL vs DCOR Returns, Every Period

AGFBTAL

−8.1%

past year

DCORDimensional

+17.4%

past year

BTALDCORFaded: behind in that period

0–3DCOR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BTAL vs DCOR

YTD

AGFBTAL

−9.1%

DCORDimensional

+15.9%

−9.1%Year to date+15.9%

−29.2%Worst drop · 1Y−8.3%

24.2%Volatility · 1Y12.2%

2.7%Yield0.9%

$337MAssets$45.0B

3–1DCOR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BTAL, DCOR

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

BTAL1.53%$153

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BTAL, DCOR

2.74%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.74%$274

DCOR0.89%$89

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, BTAL

BTAL$274 − $153 = $121

DCOR$89 − $17 = $72

KeptFee

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

Overlap: BTAL, DCOR

Today

17.0%most shared, BTAL and DCOR

BTALDCOR

BTAL—17.0%

DCOR17.0%—

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

Return vs Bumpiness: 2 ETFs

+17.4%DCOR, at 12.2% volatility

DCORWorst drop−8.3%12.2% vol

BTALWorst drop−29.2%24.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BTALDCOR

−9.1%Year to date+15.9%

2.7%Yield0.9%

−8.1%Past year+17.4%

1.53%Fee0.17%

3–1DCOR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026