Compare · 3 funds side by side · dividends reinvested

BTAL, SCHB and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,686SCHB · best of the three

Story of the three · IncomeMost incomeBTAL · 2.75% · $275 a year on $10k

Story of the three · RiskSmallest drop

BTAL, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.05%+12.4%+12.8%+21.7%+10.8%−8.9%14.0%$44.1B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B1.9

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.75%−9.5%−9.9%−11.2%−2.1%−29.2%24.3%$370M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: BTAL 2011 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AGF U.S. Market Neutral Anti-Beta Fund · $370M$8,992

BTAL

SCHB

Schwab U.S. Broad Market ETF · $44.1B$16,686

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

BTAL

More Ways to See the Pairs

BTAL vs SCHB: Top 5 Holdings

Today

BTAL

30.2%in top 5

SCHB

in top 524.0%

BTALStockSCHB

not top 5AAPL7.0%

6.4%EPAMnot top 5

6.2%ACNnot top 5

5.9%MCKnot top 5

5.8%CDWnot top 5

Cost, Income and Risk

Fees: BTAL, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

BTAL1.53%$153

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: BTAL, SCHB, VUG

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$95.3B

2–0VTI wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SCHB

−9.5%Year to dateJan 1 → Nov 11+12.4%

−9.9%1 yearTotal return+12.8%

−11.2%3 years · per year$10,000 became $7,013 · $18,033+21.7%

−2.1%5 years · per year$10,000 became $8,992 · $16,686+10.8%

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

2.75%Trailing 12-mo yield$275 · $105 a year on $10k1.05%

−29.2%Worst dropSmaller is better−8.9%

24.3%VolatilityLower is calmer14.0%

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

1–7SCHB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.8%FCNnot top 5

not top 5NVDA5.6%

not top 5MSFT5.4%

not top 5AMZN3.7%

not top 5GOOGL2.3%

Held in common15.8%

End-of-day Nov 11, 2026 · share of each fund

BTAL vs SCHB Returns, Every Period

5Y

AGFBTAL

−2.1%

5 years, per year

SCHBSchwab

+10.8%

5 years, per year

BTALSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

BTAL vs SCHB

YTD

AGFBTAL

−9.5%

SCHBSchwab

+12.4%

−9.5%Year to date+12.4%

−29.2%Worst drop · 1Y−8.9%

24.3%Volatility · 1Y14.0%

2.7%Yield1.1%

$370MAssets$44.1B

3–1SCHB wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.75%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.75%$275

SCHB1.05%$105

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$122most kept, BTAL

BTAL$275 − $153 = $122

SCHB$105 − $3 = $102

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: BTAL, SCHB, VUG

Today

50.2%most shared, SCHB and VUG

BTALSCHBVUG

BTAL—15.8%4.0%

SCHB15.8%—50.2%

VUG4.0%50.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SCHB, at 14.0% volatility

SCHBWorst drop−8.9%14.0% vol

VUGWorst drop−15.1%19.1% vol

BTALWorst drop−29.2%24.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

BTALSCHB

−9.5%Year to date+12.4%

2.7%Yield1.1%

−9.9%Past year+12.8%

1.53%Fee0.03%

3–1SCHB wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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BTAL, SCHB and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three