Compare · 2 funds side by side · dividends reinvested

BTAL and SCHD

BTALAGF×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

BTAL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

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%$333M2.0

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

AGF U.S. Market Neutral Anti-Beta Fund · $333M$8,910

BTAL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 38.8% in common

BTALMeasureSCHD

−9.1%Year to dateJan 1 → Nov 4+35.3%

−8.1%1 yearTotal return+41.6%

−11.2%3 years · per year$10,000 became $6,995 · $17,908+21.4%

−2.3%5 years · per year$10,000 became $8,910 · $16,881+11.0%

1.53%Expense ratio$153 · $6 a year on $10k · lower is better0.06%

2.74%Trailing 12-mo yield$274 · $291 a year on $10k2.91%

−29.2%Worst dropSmaller is better−6.9%

24.2%VolatilityLower is calmer11.5%

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

0–8SCHD 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 SCHD: Top 5 Holdings

Today

BTAL

26.6%in top 5

SCHD

in top 521.6%

BTALStockSCHD

5.6%ACNnot top 5

5.4%ZSnot top 5

5.3%FCNnot top 5

5.2%EPAMnot top 5

5.2%SAICnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common38.8%

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

BTAL vs SCHD Returns, Every Period

AGFBTAL

−2.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

BTALSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: BTAL vs SCHD

YTD

AGFBTAL

−9.1%

SCHDSchwab

+35.3%

−9.1%Year to date+35.3%

−29.2%Worst drop · 1Y−6.9%

24.2%Volatility · 1Y11.5%

2.7%Yield2.9%

$333MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: BTAL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BTAL1.53%$153

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

Yields: BTAL, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

BTAL2.74%$274

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

BTAL$274 − $153 = $121

KeptFee

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

Overlap: BTAL, SCHD

Today

38.8%most shared, BTAL and SCHD

BTALSCHD

BTAL—38.8%

SCHD38.8%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% 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

SCHDBTAL

+35.3%Year to date−9.1%

2.9%Yield2.7%

+41.6%Past year−8.1%

0.06%Fee1.53%

4–0SCHD 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026