Compare BTAL and IWB | ETF Tracker

BTAL and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.1

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%$337M1.9

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 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AGF U.S. Market Neutral Anti-Beta Fund · $337M$8,910

BTAL

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

BTALMeasureIWB

−9.1%Year to dateJan 1 → Nov 4+13.0%

−8.1%1 yearTotal return+13.2%

−11.2%3 years · per year$10,000 became $6,995 · $19,023+23.9%

−2.3%5 years · per year$10,000 became $8,910 · $17,459+11.8%

1.53%Expense ratio$153 · $15 a year on $10k · lower is better0.15%

2.74%Trailing 12-mo yield$274 · $91 a year on $10k0.91%

−29.2%Worst dropSmaller is better−8.9%

24.2%VolatilityLower is calmer12.9%

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

1–7IWB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BTAL vs IWB: Top 5 Holdings

Today

BTAL

26.6%in top 5

IWB

in top 525.2%

BTALStockIWB

not top 5NVDA6.9%

not top 5AAPL6.9%

5.6%ACNnot top 5

not top 5MSFT5.5%

5.4%ZSnot top 5

5.3%FCNnot top 5

5.2%EPAMnot top 5

5.2%SAICnot top 5

not top 5AMZN3.5%

not top 5GOOGL2.3%

Held in common16.2%

End-of-day Nov 4, 2026 · share of each fund

BTAL vs IWB Returns, Every Period

5Y

AGFBTAL

−2.3%

5 years, per year

IWBiShares

+11.8%

5 years, per year

BTALIWBFaded: behind in that period

0–4IWB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BTAL vs IWB

YTD

AGFBTAL

−9.1%

IWBiShares

+13.0%

−9.1%Year to date+13.0%

−29.2%Worst drop · 1Y−8.9%

24.2%Volatility · 1Y12.9%

2.7%Yield0.9%

$337MAssets$47.8B

3–1IWB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BTAL, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

BTAL1.53%$153

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BTAL, IWB

1Y

2.74%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.74%$274

IWB0.91%$91

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, BTAL

BTAL$274 − $153 = $121

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BTAL, IWB

Today

16.2%most shared, BTAL and IWB

BTALIWB

BTAL—16.2%

IWB16.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.2%IWB, at 12.9% volatility

IWBWorst drop−8.9%12.9% vol

BTALWorst drop−29.2%24.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BTALIWB

−9.1%Year to date+13.0%

2.7%Yield0.9%

−8.1%Past year+13.2%

1.53%Fee0.15%

3–1IWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026