Compare · 3 funds side by side · dividends reinvested

BTAL, VUG and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

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

Story of the three · RiskSmallest drop

BTAL, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.0

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

BTAL

VUG

Vanguard Morningstar Growth ETF · $233B$16,557

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

BTALMeasure

More Ways to See the Pairs

BTAL vs VUG: Top 5 Holdings

Today

BTAL

30.2%in top 5

VUG

in top 545.2%

BTALStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

6.4%EPAMnot top 5

6.2%ACNnot top 5

Cost, Income and Risk

Fees: BTAL, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

BTAL1.53%$153

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

Yields: BTAL, VUG, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+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

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VUG

−9.5%Year to dateJan 1 → Nov 11+5.1%

−9.9%1 yearTotal return+3.6%

−11.2%3 years · per year$10,000 became $7,013 · $18,430+22.6%

−2.1%5 years · per year$10,000 became $8,992 · $16,557+10.6%

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

2.75%Trailing 12-mo yield$275 · $41 a year on $10k0.41%

−29.2%Worst dropSmaller is better−15.1%

24.3%VolatilityLower is calmer19.1%

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

1–7VUG wins

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

5.9%MCKnot top 5

5.8%CDWnot top 5

5.8%FCNnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common4.0%

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

BTAL vs VUG Returns, Every Period

5Y

AGFBTAL

−2.1%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

BTALVUGFaded: behind in that period

0–4VUG wins

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

BTAL vs VUG

YTD

AGFBTAL

−9.5%

VUGVanguard

+5.1%

−9.5%Year to date+5.1%

−29.2%Worst drop · 1Y−15.1%

24.3%Volatility · 1Y19.1%

2.7%Yield0.4%

$370MAssets$233B

3–1VUG wins

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

1Y

2.75%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.75%$275

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$122most kept, BTAL

BTAL$275 − $153 = $122

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

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

Overlap: BTAL, VUG, IWF

Today

78.0%most shared, VUG and IWF

BTALVUGIWF

BTAL—4.0%5.3%

VUG4.0%—78.0%

IWF5.3%78.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+3.6%VUG, at 19.1% volatility

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% 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

BTALVUG

−9.5%Year to date+5.1%

2.7%Yield0.4%

−9.9%Past year+3.6%

1.53%Fee0.03%

3–1VUG wins

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

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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BTAL, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three