Compare · 2 funds side by side · dividends reinvested

BTAL and DIA

BTALAGF×DIASPDR×
$7.5k$10k$12.5k$15k$17.5kLow $8,347 · 2022DIA$15,770BTAL$8,944Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,770DIA · best of the two
02 / 04

BTAL and DIA, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.39%+8.8%+10.3%+18.7%+9.5%−9.8%12.6%$45.1B1.1
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%$337M1.9
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 3, 2026 · returns include dividends · since: BTAL 2011 · DIA 1998
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Head to Head

5Y
AGF U.S. Market Neutral Anti-Beta Fund · $337M$8,944
BTAL
DIA
State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$15,770

$10,000 five years ago, dividends reinvested · they hold 20.6% in common

BTALMeasureDIA
−8.8%Year to dateJan 1 → Nov 3+8.8%
−8.2%1 yearTotal return+10.3%
−11.1%3 years · per year$10,000 became $7,021 · $16,728+18.7%
−2.2%5 years · per year$10,000 became $8,944 · $15,770+9.5%
1.53%Expense ratio$153 · $16 a year on $10k · lower is better0.16%
2.73%Trailing 12-mo yield$273 · $139 a year on $10k1.39%
−29.2%Worst dropSmaller is better−9.8%
24.2%VolatilityLower is calmer12.6%
BTALDIA Winner of the row, in its colourEach row: the bigger of the two fills its side
1–7DIA wins
End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

BTAL vs DIA: Top 5 Holdings

Today
26.4%in top 5
DIA
in top 533.8%
BTALStockDIA
not top 5GS10.5%
not top 5CAT7.3%
not top 5MSFT6.0%
5.5%ACNnot top 5
5.3%ZSnot top 5
5.2%FCNnot top 5
not top 5AMGN5.2%
5.2%EPAMnot top 5
5.2%SAICnot top 5
not top 5UNH4.7%
Held in common20.6%
End-of-day Nov 3, 2026 · share of each fund
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BTAL vs DIA Returns, Every Period

5Y
AGFBTAL
−2.2%
5 years, per year
DIASPDR
+9.5%
5 years, per year
−20%−10%0%+10%+20%−8.8%+8.8%YTD−8.2%+10.3%1 year−11.1%+18.7%3 yrs · yr−2.2%+9.5%5 yrs · yr
BTALDIAFaded: behind in that period
0–4DIA wins
End-of-day Nov 3, 2026 · dividends in · faded = behind in that period
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BTAL vs DIA

YTD
AGFBTAL
−8.8%
DIASPDR
+8.8%
Jan 1Nov 3−8.8%+8.8%
−8.8%Year to date+8.8%
−29.2%Worst drop · 1Y−9.8%
24.2%Volatility · 1Y12.6%
2.7%Yield1.4%
$337MAssets$45.1B
3–1DIA wins
End-of-day Nov 3, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: BTAL, DIA

Today
0.16%lowest, DIA
FundExpense ratioFee$10k
DIA0.16%$16
BTAL1.53%$153
End-of-day Nov 3, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: BTAL, DIA

1Y
2.73%highest, BTAL
FundTrailing yieldYield$10k
BTAL2.73%$273
DIA1.39%$139
End-of-day Nov 3, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$123most kept, DIA
DIA$139 − $16 = $123
BTAL$273 − $153 = $120
KeptFee
End-of-day Nov 3, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: BTAL, DIA

Today
20.6%most shared, BTAL and DIA
BTALDIA
BTAL—20.6%
DIA20.6%—
End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+10.3%DIA, at 12.6% volatility
−10%−5%0%+5%+10%+15%5%10%15%20%25%30%Volatility · 1 year → bumpierDIA +10.3%BTAL −8.2%
DIAWorst drop−9.8%12.6% vol
BTALWorst drop−29.2%24.2% vol
End-of-day Nov 3, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 3−8.8%+8.8%
−8.8%Year to date+8.8%
2.7%Yield1.4%
−8.2%Past year+10.3%
1.53%Fee0.16%
3–1DIA wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+32.8%
VIGVanguard
+14.0%
Jan 1Nov 3+32.8%+14.0%
+32.8%Year to date+14.0%
3.0%Yield1.5%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+7.5%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+7.5%+7.0%
+7.5%Year to date+7.0%
12.3%Yield8.0%
$41.8BAssets$46.0B
2–0JEPQ wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+11.5%
SPYSPDR
+11.5%
Jan 1Nov 3+11.5%+11.5%
+11.5%Year to date+11.5%
1.0%Yield1.0%
$185BAssets$798B
0–0level
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com