Compare BTAL and IWF | ETF Tracker

BTAL and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.3

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.63%−5.4%−7.9%−10.1%−1.6%−29.2%24.3%$333M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: BTAL 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AGF U.S. Market Neutral Anti-Beta Fund · $333M$9,246

BTAL

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

BTALMeasureIWF

−5.4%Year to dateJan 1 → Nov 5−6.5%

−7.9%1 yearTotal return−7.6%

−10.1%3 years · per year$10,000 became $7,274 · $17,073+19.5%

−1.6%5 years · per year$10,000 became $9,246 · $15,330+8.9%

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

2.63%Trailing 12-mo yield$263 · $39 a year on $10k0.39%

−29.2%Worst dropSmaller is better−14.6%

24.3%VolatilityLower is calmer19.3%

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

2–6IWF wins

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

More Ways to See the Pairs

BTAL vs IWF: Top 5 Holdings

Today

BTAL

27.2%in top 5

IWF

in top 539.6%

BTALStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

5.8%ACNnot top 5

5.4%CDWnot top 5

5.4%MCKnot top 5

5.3%FCNnot top 5

5.3%ZSnot top 5

not top 5GOOGL5.3%

not top 5AVGO4.7%

Held in common5.2%

End-of-day Nov 5, 2026 · share of each fund

BTAL vs IWF Returns, Every Period

5Y

AGFBTAL

−1.6%

5 years, per year

IWFiShares

+8.9%

5 years, per year

BTALIWFFaded: behind in that period

1–3IWF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BTAL vs IWF

YTD

AGFBTAL

−5.4%

IWFiShares

−6.5%

−5.4%Year to date−6.5%

−29.2%Worst drop · 1Y−14.6%

24.3%Volatility · 1Y19.3%

2.6%Yield0.4%

$333MAssets$121B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BTAL, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

BTAL1.53%$153

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BTAL, IWF

1Y

2.63%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.63%$263

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$110most kept, BTAL

BTAL$263 − $153 = $110

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BTAL, IWF

Today

5.2%most shared, BTAL and IWF

BTALIWF

BTAL—5.2%

IWF5.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

−7.6%IWF, at 19.3% volatility

IWFWorst drop−14.6%19.3% vol

BTALWorst drop−29.2%24.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BTALIWF

−5.4%Year to date−6.5%

2.6%Yield0.4%

−7.9%Past year−7.6%

1.53%Fee0.18%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026