Compare · 2 funds side by side · dividends reinvested

BTAL and SCHB

BTALAGF×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

BTAL and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.1

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.73%−8.8%−8.2%−11.1%−2.2%−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 3, 2026 · returns include dividends · since: BTAL 2011 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

AGF U.S. Market Neutral Anti-Beta Fund · $337M$8,944

BTAL

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 15.7% in common

BTALMeasureSCHB

−8.8%Year to dateJan 1 → Nov 3+11.6%

−8.2%1 yearTotal return+11.7%

−11.1%3 years · per year$10,000 became $7,021 · $18,993+23.8%

−2.2%5 years · per year$10,000 became $8,944 · $16,894+11.1%

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

2.73%Trailing 12-mo yield$273 · $106 a year on $10k1.06%

−29.2%Worst dropSmaller is better−8.9%

24.2%VolatilityLower is calmer13.1%

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

1–7SCHB wins

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

More Ways to See the Pairs

BTAL vs SCHB: Top 5 Holdings

Today

BTAL

26.4%in top 5

SCHB

in top 524.2%

BTALStockSCHB

not top 5AAPL6.8%

not top 5NVDA6.7%

5.5%ACNnot top 5

5.3%ZSnot top 5

5.2%FCNnot top 5

5.2%EPAMnot top 5

not top 5MSFT5.2%

5.2%SAICnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.2%

Held in common15.7%

End-of-day Nov 3, 2026 · share of each fund

BTAL vs SCHB Returns, Every Period

AGFBTAL

−2.2%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

BTALSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BTAL vs SCHB

YTD

AGFBTAL

−8.8%

SCHBSchwab

+11.6%

−8.8%Year to date+11.6%

−29.2%Worst drop · 1Y−8.9%

24.2%Volatility · 1Y13.1%

2.7%Yield1.1%

$337MAssets$44.0B

3–1SCHB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BTAL, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

BTAL1.53%$153

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BTAL, SCHB

2.73%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.73%$273

SCHB1.06%$106

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, BTAL

BTAL$273 − $153 = $120

SCHB$106 − $3 = $103

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BTAL, SCHB

Today

15.7%most shared, BTAL and SCHB

BTALSCHB

BTAL—15.7%

SCHB15.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

BTALWorst drop−29.2%24.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BTALSCHB

−8.8%Year to date+11.6%

2.7%Yield1.1%

−8.2%Past year+11.7%

1.53%Fee0.03%

3–1SCHB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026