Compare · 2 funds side by side · dividends reinvested

BTAL and DFAC

BTALAGF×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,820DFAC · best of the two

02 / 04

BTAL and DFAC, 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%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.1

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.75%−9.7%−11.5%−11.2%−2.3%−29.2%24.4%$380M1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: BTAL 2011 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

AGF U.S. Market Neutral Anti-Beta Fund · $380M$8,885

BTAL

DFAC

Dimensional - US Core Equity 2 ETF · $87.7B$16,820

$10,000 five years ago, dividends reinvested · they hold 16.1% in common

BTALMeasureDFAC

−9.7%Year to dateJan 1 → Nov 9+14.1%

−11.5%1 yearTotal return+17.7%

−11.2%3 years · per year$10,000 became $7,006 · $17,787+21.2%

−2.3%5 years · per year$10,000 became $8,885 · $16,820+11.0%

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

2.75%Trailing 12-mo yield$276 · $88 a year on $10k0.88%

−29.2%Worst dropSmaller is better−8.5%

24.4%VolatilityLower is calmer13.1%

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

1–7DFAC wins

End-of-day Nov 9, 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

25.3%in top 5

DFAC

in top 520.4%

BTALStockDFAC

not top 5AAPL5.9%

5.5%EPAMnot top 5

5.3%ACNnot top 5

not top 5MSFT5.0%

5.0%MCKnot top 5

not top 5NVDA4.9%

4.9%FCNnot top 5

4.7%PCORnot top 5

not top 5AMZN2.7%

not top 5META1.9%

Held in common16.1%

End-of-day Nov 9, 2026 · share of each fund

BTAL vs DFAC Returns, Every Period

AGFBTAL

−2.3%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

BTALDFACFaded: behind in that period

0–4DFAC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BTAL vs DFAC

YTD

AGFBTAL

−9.7%

DFACDimensional

+14.1%

−9.7%Year to date+14.1%

−29.2%Worst drop · 1Y−8.5%

24.4%Volatility · 1Y13.1%

2.8%Yield0.9%

$380MAssets$87.7B

3–1DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BTAL, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

BTAL1.53%$153

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BTAL, DFAC

2.75%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.75%$276

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$123most kept, BTAL

BTAL$276 − $153 = $123

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BTAL, DFAC

Today

16.1%most shared, BTAL and DFAC

BTALDFAC

BTAL—16.1%

DFAC16.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

BTALWorst drop−29.2%24.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BTALDFAC

−9.7%Year to date+14.1%

2.8%Yield0.9%

−11.5%Past year+17.7%

1.53%Fee0.21%

3–1DFAC wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026