Compare · 3 funds side by side · dividends reinvested

BTAL, IJS and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

BTAL, IJS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.42%+15.7%+19.1%+17.6%+6.4%−9.3%16.2%$7.5B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.70%−7.9%−8.8%−11.1%−2.1%−29.2%24.3%$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 6, 2026 · returns include dividends · since: BTAL 2011 · IJS 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

IJS

iShares S&P Small-Cap 600 Value ETF · $7.5B$13,645

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasureIJS

+1.4%Year to dateJan 1 → Nov 6+15.7%

+0.2%1 yearTotal return+19.1%

+22.6%3 years · per year$10,000 became $18,415 · $16,272+17.6%

+10.0%5 years · per year$10,000 became $16,124 · $13,645+6.4%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

0.42%Trailing 12-mo yield$42 · $142 a year on $10k1.42%

−15.1%Worst dropSmaller is better−9.3%

19.0%VolatilityLower is calmer16.2%

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

3–5IJS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs IJS: Top 5 Holdings

Today

VUG

45.2%in top 5

IJS

in top 54.8%

VUGStockIJS

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5PAYC1.1%

not top 5MTCH1.0%

not top 5EPAM0.9%

not top 5VSXY0.9%

not top 5JXN0.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

VUG vs IJS Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

IJSiShares

+6.4%

5 years, per year

VUGIJSFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VUG vs BTAL

YTD

VanguardVUG

+1.4%

BTALAGF

−7.9%

+1.4%Year to date−7.9%

−15.1%Worst drop · 1Y−29.2%

19.0%Volatility · 1Y24.3%

0.4%Yield2.7%

$233BAssets$380M

3–1VUG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BTAL, IJS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJS0.18%$18

BTAL1.53%$153

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BTAL, IJS, VUG

2.70%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.70%$270

IJS1.42%$142

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

BTAL$270 − $153 = $117

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BTAL, IJS, VUG

Today

4.0%most shared, BTAL and VUG

BTALIJSVUG

BTAL—2.3%4.0%

IJS2.3%—0.0%

VUG4.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.1%IJS, at 16.2% volatility

IJSWorst drop−9.3%16.2% vol

VUGWorst drop−15.1%19.0% vol

BTALWorst drop−29.2%24.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BTALIJS

−7.9%Year to date+15.7%

2.7%Yield1.4%

−8.8%Past year+19.1%

1.53%Fee0.18%

3–1IJS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026