Compare BTAL and IVV | ETF Tracker

BTAL and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.1

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%$380M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

BTAL

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested · they hold 16.4% in common

BTALMeasureIVV

−9.7%Year to dateJan 1 → Nov 9+11.3%

−11.5%1 yearTotal return+13.6%

−11.2%3 years · per year$10,000 became $7,006 · $18,159+22.0%

−2.3%5 years · per year$10,000 became $8,885 · $17,545+11.9%

1.53%Expense ratio$153 · $3 a year on $10k · lower is better0.03%

2.75%Trailing 12-mo yield$276 · $111 a year on $10k1.11%

−29.2%Worst dropSmaller is better−8.9%

24.4%VolatilityLower is calmer13.8%

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

1–7IVV 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 IVV: Top 5 Holdings

Today

BTAL

25.3%in top 5

IVV

in top 527.8%

BTALStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.5%EPAMnot top 5

5.3%ACNnot top 5

5.0%MCKnot top 5

4.9%FCNnot top 5

4.7%PCORnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common16.4%

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

BTAL vs IVV Returns, Every Period

5Y

AGFBTAL

−2.3%

5 years, per year

IVViShares

+11.9%

5 years, per year

BTALIVVFaded: behind in that period

0–4IVV wins

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

Stocks vs Core: BTAL vs IVV

YTD

AGFBTAL

−9.7%

IVViShares

+11.3%

−9.7%Year to date+11.3%

−29.2%Worst drop · 1Y−8.9%

24.4%Volatility · 1Y13.8%

2.8%Yield1.1%

$380MAssets$875B

3–1IVV wins

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

Cost, Income and Risk

Fees: BTAL, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BTAL1.53%$153

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

Yields: BTAL, IVV

1Y

2.75%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.75%$276

IVV1.11%$111

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

Income After Fees on $10,000

1Y

$123most kept, BTAL

BTAL$276 − $153 = $123

IVV$111 − $3 = $108

KeptFee

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

Overlap: BTAL, IVV

Today

16.4%most shared, BTAL and IVV

BTALIVV

BTAL—16.4%

IVV16.4%—

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

Return vs Bumpiness: 2 ETFs

1Y

+13.6%IVV, at 13.8% volatility

IVVWorst drop−8.9%13.8% 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

BTALIVV

−9.7%Year to date+11.3%

2.8%Yield1.1%

−11.5%Past year+13.6%

1.53%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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