Compare · 3 funds side by side · dividends reinvested

BTAL, DFAC and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

BTAL, DFAC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.73%−8.8%−8.2%−11.1%−2.2%−29.2%24.2%$337M2.8

Rank among the three1st → 3rdFee, 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 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

BTAL

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested · they hold 16.0% in common

BTALMeasureDFAC

−8.8%Year to dateJan 1 → Nov 4+14.1%

−8.2%1 yearTotal return+16.0%

−11.1%3 years · per year$10,000 became $7,021 · $18,595+23.0%

−2.2%5 years · per year$10,000 became $8,944 · $16,976+11.2%

1.53%Expense ratio$153 · $21 a year on $10k · lower is better0.21%

2.73%Trailing 12-mo yield$273 · $88 a year on $10k0.88%

−29.2%Worst dropSmaller is better−8.5%

24.2%VolatilityLower is calmer12.2%

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

1–7DFAC 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 DFAC: Top 5 Holdings

Today

BTAL

26.4%in top 5

DFAC

in top 519.9%

BTALStockDFAC

not top 5AAPL5.7%

5.5%ACNnot top 5

5.3%ZSnot top 5

5.2%FCNnot top 5

not top 5NVDA5.2%

5.2%EPAMnot top 5

5.2%SAICnot top 5

not top 5MSFT4.7%

not top 5AMZN2.5%

not top 5META1.9%

Held in common16.0%

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

BTAL vs DFAC Returns, Every Period

AGFBTAL

−2.2%

5 years, per year

DFACDimensional

+11.2%

5 years, per year

BTALDFACFaded: behind in that period

0–4DFAC wins

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

Stocks vs Core: BTAL vs VOO

YTD

AGFBTAL

−8.8%

VOOVanguard

+11.5%

−8.8%Year to date+11.5%

−29.2%Worst drop · 1Y−8.9%

24.2%Volatility · 1Y12.7%

2.7%Yield1.1%

$337MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: BTAL, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

BTAL1.53%$153

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

Yields: BTAL, DFAC, VOO

2.73%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.73%$273

VOO1.07%$107

DFAC0.88%$88

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

Income After Fees on $10,000

$120most kept, BTAL

BTAL$273 − $153 = $120

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

KeptFee

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

Overlap: BTAL, DFAC, VOO

Today

67.3%most shared, DFAC and VOO

BTALDFACVOO

BTAL—16.0%14.7%

DFAC16.0%—67.3%

VOO14.7%67.3%—

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

Return vs Bumpiness: 3 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

VOOWorst drop−8.9%12.7% 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

BTALDFAC

−8.8%Year to date+14.1%

2.7%Yield0.9%

−8.2%Past year+16.0%

1.53%Fee0.21%

3–1DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026