Compare · 2 funds side by side · dividends reinvested

BTAL and VUG

BTALAGF×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $6,943 · 2022VUG$17,153BTAL$8,910Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two
02 / 04

BTAL and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.1
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%$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 4, 2026 · returns include dividends · since: BTAL 2011 · VUG 2004
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Head to Head

5Y
AGF U.S. Market Neutral Anti-Beta Fund · $337M$8,910
BTAL
VUG
Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

BTALMeasureVUG
−9.1%Year to dateJan 1 → Nov 4+6.3%
−8.1%1 yearTotal return+3.4%
−11.2%3 years · per year$10,000 became $6,995 · $19,712+25.4%
−2.3%5 years · per year$10,000 became $8,910 · $17,153+11.4%
1.53%Expense ratio$153 · $3 a year on $10k · lower is better0.03%
2.74%Trailing 12-mo yield$274 · $40 a year on $10k0.40%
−29.2%Worst dropSmaller is better−16.1%
24.2%VolatilityLower is calmer18.2%
BTALVUG Winner of the row, in its colourEach row: the bigger of the two fills its side
1–7VUG wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

BTAL vs VUG: Top 5 Holdings

Today
26.6%in top 5
VUG
in top 545.2%
BTALStockVUG
not top 5NVDA13.5%
not top 5AAPL12.5%
not top 5MSFT9.7%
5.6%ACNnot top 5
5.4%ZSnot top 5
5.3%FCNnot top 5
5.2%EPAMnot top 5
not top 5GOOGL5.2%
5.2%SAICnot top 5
not top 5AVGO4.3%
Held in common4.0%
End-of-day Nov 4, 2026 · share of each fund
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BTAL vs VUG Returns, Every Period

5Y
AGFBTAL
−2.3%
5 years, per year
VUGVanguard
+11.4%
5 years, per year
−20%−10%0%+10%+20%+30%−9.1%+6.3%YTD−8.1%+3.4%1 year−11.2%+25.4%3 yrs · yr−2.3%+11.4%5 yrs · yr
BTALVUGFaded: behind in that period
0–4VUG wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
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BTAL vs VUG

YTD
AGFBTAL
−9.1%
VUGVanguard
+6.3%
Jan 1Nov 4−9.1%+6.3%
−9.1%Year to date+6.3%
−29.2%Worst drop · 1Y−16.1%
24.2%Volatility · 1Y18.2%
2.7%Yield0.4%
$337MAssets$233B
3–1VUG wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: BTAL, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
BTAL1.53%$153
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: BTAL, VUG

1Y
2.74%highest, BTAL
FundTrailing yieldYield$10k
BTAL2.74%$274
VUG0.40%$40
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$121most kept, BTAL
BTAL$274 − $153 = $121
VUG$40 − $3 = $37
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: BTAL, VUG

Today
4.0%most shared, BTAL and VUG
BTALVUG
BTAL—4.0%
VUG4.0%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+3.4%VUG, at 18.2% volatility
−10%−5%0%+5%10%15%20%25%30%Volatility · 1 year → bumpierVUG +3.4%BTAL −8.1%
VUGWorst drop−16.1%18.2% vol
BTALWorst drop−29.2%24.2% vol
End-of-day Nov 4, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 4−9.1%+6.3%
−9.1%Year to date+6.3%
2.7%Yield0.4%
−8.1%Past year+3.4%
1.53%Fee0.03%
3–1VUG wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

VUG vs SCHG

YTD
VanguardVUG
+6.3%
SCHGSchwab
+6.8%
Jan 1Nov 4+6.3%+6.8%
+6.3%Year to date+6.8%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$61.1B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$41.8BAssets$46.0B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com