Compare · 2 funds side by side · dividends reinvested

BTAL and DIA

BTALAGF×DIASPDR×
$7.5k$10k$12.5k$15k$17.5kLow $8,377 · 2022DIA$16,375BTAL$8,910Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375DIA · 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%1.35%+12.2%+14.2%+19.3%+10.4%−9.8%12.9%$44.9B1.1
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%$333M1.9
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 4, 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 · $333M$8,910
BTAL
DIA
State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$16,375

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

BTALMeasureDIA
−9.1%Year to dateJan 1 → Nov 4+12.2%
−8.1%1 yearTotal return+14.2%
−11.2%3 years · per year$10,000 became $6,995 · $16,984+19.3%
−2.3%5 years · per year$10,000 became $8,910 · $16,375+10.4%
1.53%Expense ratio$153 · $16 a year on $10k · lower is better0.16%
2.74%Trailing 12-mo yield$274 · $135 a year on $10k1.35%
−29.2%Worst dropSmaller is better−9.8%
24.2%VolatilityLower is calmer12.9%
BTALDIA Winner of the row, in its colourEach row: the bigger of the two fills its side
1–7DIA wins
End-of-day Nov 4, 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
26.6%in top 5
DIA
in top 533.5%
BTALStockDIA
not top 5GS10.3%
not top 5CAT7.2%
not top 5MSFT6.0%
5.6%ACNnot top 5
5.4%ZSnot top 5
not top 5AMGN5.3%
5.3%FCNnot top 5
5.2%EPAMnot top 5
5.2%SAICnot top 5
not top 5V4.8%
Held in common20.7%
End-of-day Nov 4, 2026 · share of each fund
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BTAL vs DIA Returns, Every Period

5Y
AGFBTAL
−2.3%
5 years, per year
DIASPDR
+10.4%
5 years, per year
−20%−10%0%+10%+20%−9.1%+12.2%YTD−8.1%+14.2%1 year−11.2%+19.3%3 yrs · yr−2.3%+10.4%5 yrs · yr
BTALDIAFaded: behind in that period
0–4DIA wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
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BTAL vs DIA

YTD
AGFBTAL
−9.1%
DIASPDR
+12.2%
Jan 1Nov 4−9.1%+12.2%
−9.1%Year to date+12.2%
−29.2%Worst drop · 1Y−9.8%
24.2%Volatility · 1Y12.9%
2.7%Yield1.3%
$333MAssets$44.9B
3–1DIA wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
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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 4, 2026 · fee on $10,000 a year
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Yields: BTAL, DIA

1Y
2.74%highest, BTAL
FundTrailing yieldYield$10k
BTAL2.74%$274
DIA1.35%$135
End-of-day Nov 4, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$121most kept, BTAL
BTAL$274 − $153 = $121
DIA$135 − $16 = $119
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
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Overlap: BTAL, DIA

Today
20.7%most shared, BTAL and DIA
BTALDIA
BTAL—20.7%
DIA20.7%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
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Return vs Bumpiness: 2 ETFs

1Y
+14.2%DIA, at 12.9% volatility
−10%0%+10%+20%5%10%15%20%25%30%Volatility · 1 year → bumpierDIA +14.2%BTAL −8.1%
DIAWorst drop−9.8%12.9% vol
BTALWorst drop−29.2%24.2% vol
End-of-day Nov 4, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 4−9.1%+12.2%
−9.1%Year to date+12.2%
2.7%Yield1.3%
−8.1%Past year+14.2%
1.53%Fee0.16%
3–1DIA wins
End-of-day Nov 4, 2026
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Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$42.1BAssets$46.1B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 4+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$182BAssets$805B
1–0SPYM wins
End-of-day Nov 4, 2026
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