Compare · 3 funds side by side · dividends reinvested

BTAL, IJS and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

BTAL, IJS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+18.9%+24.5%+17.5%+6.4%−9.3%16.3%$7.8B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B1.8

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%$380M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: BTAL 2011 · IJS 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

BTAL

IJS

iShares S&P Small-Cap 600 Value ETF · $7.8B$13,632

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

BTALMeasureIJS

−9.7%Year to dateJan 1 → Nov 9+18.9%

−11.5%1 yearTotal return+24.5%

−11.2%3 years · per year$10,000 became $7,006 · $16,208+17.5%

−2.3%5 years · per year$10,000 became $8,885 · $13,632+6.4%

1.53%Expense ratio$153 · $18 a year on $10k · lower is better0.18%

2.75%Trailing 12-mo yield$276 · $138 a year on $10k1.38%

−29.2%Worst dropSmaller is better−9.3%

24.4%VolatilityLower is calmer16.3%

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

1–7IJS 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 IJS: Top 5 Holdings

Today

BTAL

25.3%in top 5

IJS

in top 54.8%

BTALStockIJS

5.5%EPAM0.9%

5.3%ACNnot top 5

5.0%MCKnot top 5

4.9%FCNnot top 5

4.7%PCORnot top 5

not top 5PAYC1.0%

not top 5MTCH1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

Held in common2.3%

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

BTAL vs IJS Returns, Every Period

AGFBTAL

−2.3%

5 years, per year

IJSiShares

+6.4%

5 years, per year

BTALIJSFaded: behind in that period

0–4IJS wins

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

BTAL vs IJS

YTD

AGFBTAL

−9.7%

IJSiShares

+18.9%

−9.7%Year to date+18.9%

−29.2%Worst drop · 1Y−9.3%

24.4%Volatility · 1Y16.3%

2.8%Yield1.4%

$380MAssets$7.8B

3–1IJS wins

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

Cost, Income and Risk

Fees: BTAL, IJS, IWF

Today

0.18%lowest, IJS

FundExpense ratioFee$10k

IJS0.18%$18

IWF0.18%$18

BTAL1.53%$153

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

Yields: BTAL, IJS, IWF

2.75%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.75%$276

IJS1.38%$138

IWF0.38%$38

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

Income After Fees on $10,000

$123most kept, BTAL

BTAL$276 − $153 = $123

IJS$138 − $18 = $120

IWF$38 − $18 = $20

KeptFee

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

Overlap: BTAL, IJS, IWF

Today

5.3%most shared, BTAL and IWF

BTALIJSIWF

BTAL—2.3%5.3%

IJS2.3%—0.0%

IWF5.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

+24.5%IJS, at 16.3% volatility

IJSWorst drop−9.3%16.3% vol

IWFWorst drop−14.6%19.5% 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

BTALIJS

−9.7%Year to date+18.9%

2.8%Yield1.4%

−11.5%Past year+24.5%

1.53%Fee0.18%

3–1IJS wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

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