Compare BTAL and SPY | ETF Tracker

BTAL and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.1

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.70%−7.9%−8.8%−11.1%−2.1%−29.2%24.3%$363M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: BTAL 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AGF U.S. Market Neutral Anti-Beta Fund · $363M$8,983

BTAL

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 16.6% in common

BTALMeasureSPY

−7.9%Year to dateJan 1 → Nov 6+8.7%

−8.8%1 yearTotal return+9.7%

−11.1%3 years · per year$10,000 became $7,022 · $18,039+21.7%

−2.1%5 years · per year$10,000 became $8,983 · $17,118+11.3%

1.53%Expense ratio$153 · $9 a year on $10k · lower is better0.09%

2.70%Trailing 12-mo yield$270 · $103 a year on $10k1.03%

−29.2%Worst dropSmaller is better−8.9%

24.3%VolatilityLower is calmer13.6%

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

1–7SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BTAL vs SPY: Top 5 Holdings

Today

BTAL

21.7%in top 5

SPY

in top 527.8%

BTALStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.8%EPAMnot top 5

4.5%ACNnot top 5

4.2%MCKnot top 5

4.1%FCNnot top 5

not top 5AMZN4.0%

4.0%PCORnot top 5

not top 5GOOGL2.6%

Held in common16.6%

End-of-day Nov 6, 2026 · share of each fund

BTAL vs SPY Returns, Every Period

5Y

AGFBTAL

−2.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

BTALSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BTAL vs SPY

YTD

AGFBTAL

−7.9%

SPYSPDR

+8.7%

−7.9%Year to date+8.7%

−29.2%Worst drop · 1Y−8.9%

24.3%Volatility · 1Y13.6%

2.7%Yield1.0%

$363MAssets$819B

3–1SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BTAL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BTAL1.53%$153

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BTAL, SPY

1Y

2.70%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.70%$270

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$117most kept, BTAL

BTAL$270 − $153 = $117

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BTAL, SPY

Today

16.6%most shared, BTAL and SPY

BTALSPY

BTAL—16.6%

SPY16.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

BTALWorst drop−29.2%24.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BTALSPY

−7.9%Year to date+8.7%

2.7%Yield1.0%

−8.8%Past year+9.7%

1.53%Fee0.09%

3–1SPY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026