Compare · 2 funds side by side · dividends reinvested

BTAL and HWO

BTALAGF×HWOHotchkis & Wiley×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$8,944BTAL · best of the two

02 / 03

BTAL and HWO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$337M1.1

Hotchkis & Wiley Opportunities FundUnsorted0.93%0.00%[…][…][…][…][…][…]$548K1.5

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 · HWO 2026

Head to Head

Swap sides Versus in desk

Head to Head

AGF U.S. Market Neutral Anti-Beta Fund · $337M$8,944

BTAL

HWO

Hotchkis & Wiley Opportunities Fund · $548K[…]

$10,000 five years ago, dividends reinvested · they hold 17.2% in common

BTALMeasureHWO

−8.8%Year to dateJan 1 → Nov 3[…]

−8.2%1 yearTotal return[…]

−11.1%3 years · per year$10,000 became $7,021 · […][…]

−2.2%5 years · per year$10,000 became $8,944 · […][…]

1.53%Expense ratio$153 · $93 a year on $10k · lower is better0.93%

2.73%Trailing 12-mo yield$273 · $0 a year on $10k0.00%

−29.2%Worst dropSmaller is better[…]

24.2%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

BTAL vs HWO: Top 5 Holdings

Today

BTAL

26.4%in top 5

HWO

in top 526.8%

BTALStockHWO

not top 5WDAY8.4%

5.5%ACNnot top 5

5.3%ZSnot top 5

5.2%FCNnot top 5

5.2%EPAMnot top 5

5.2%SAICnot top 5

not top 5ERIC5.1%

not top 5MSFT4.6%

not top 5APTV4.5%

not top 5CDW4.1%

Held in common17.2%

End-of-day Nov 3, 2026 · share of each fund

BTAL vs HWO Returns, Every Period

AGFBTAL

−8.2%

past year

HWOHotchkis & Wiley

[…]

past year

Returns […]

BTALHWOFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Unsorted: BTAL vs HWO

YTD

AGFBTAL

−8.8%

HWOHotchkis & Wiley

[…]

−8.8%Year to date[…]

−29.2%Worst drop · 1Y[…]

24.2%Volatility · 1Y[…]

2.7%Yield0.0%

$337MAssets$548K

1–0BTAL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BTAL, HWO

Today

0.93%lowest, HWO

FundExpense ratioFee$10k

HWO0.93%$93

BTAL1.53%$153

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BTAL, HWO

2.73%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.73%$273

HWO0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, BTAL

BTAL$273 − $153 = $120

HWO$0 − $93 = −$93

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BTAL, HWO

Today

17.2%most shared, BTAL and HWO

BTALHWO

BTAL—17.2%

HWO17.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−8.2%BTAL, at 24.2% volatility

BTALWorst drop−29.2%24.2% vol

HWOWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

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 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+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

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 3, 2026