Compare · 3 funds side by side · dividends reinvested

FXL, IJS and BTAL

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,291FXL · best of the three

Story of the three · IncomeMost incomeBTAL · 2.68% · $268 a year on $10k

Story of the three · RiskSmallest drop

FXL, IJS and BTAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.39%+18.1%+19.9%+17.1%+5.4%−9.3%16.3%$7.7B1.6

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+22.6%+21.7%+22.9%+8.9%−15.3%28.0%$2.6B1.8

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.68%−7.4%−9.3%−10.3%−1.3%−29.2%24.3%$419M2.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: FXL 2007 · IJS 2000 · BTAL 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares S&P Small-Cap 600 Value ETF · $7.7B$13,018

IJS

BTAL

AGF U.S. Market Neutral Anti-Beta Fund · $419M$9,348

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

IJSMeasure

More Ways to See the Pairs

IJS vs BTAL: Top 5 Holdings

Today

IJS

4.8%in top 5

BTAL

in top 528.3%

IJSStockBTAL

0.9%EPAM6.1%

not top 5ACN5.6%

not top 5CDW5.6%

not top 5MCK5.5%

not top 5FCN

Cost, Income and Risk

Fees: FXL, IJS, BTAL

Today

0.18%lowest, IJS

FundExpense ratioFee$10k

IJS0.18%$18

FXL0.60%$60

BTAL1.53%$153

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FXL, IJS, BTAL

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

BTAL

+18.1%Year to dateJan 1 → Nov 13−7.4%

+19.9%1 yearTotal return−9.3%

+17.1%3 years · per year$10,000 became $16,067 · $7,209−10.3%

+5.4%5 years · per year$10,000 became $13,018 · $9,348−1.3%

0.18%Expense ratio$18 · $153 a year on $10k · lower is better1.53%

1.39%Trailing 12-mo yield$139 · $268 a year on $10k2.68%

−9.3%Worst dropSmaller is better−29.2%

16.3%VolatilityLower is calmer24.3%

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

7–1IJS wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.4%

1.0%MTCHnot top 5

1.0%PAYCnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

Held in common2.3%

End-of-day Nov 13, 2026 · share of each fund

IJS vs BTAL Returns, Every Period

5Y

iSharesIJS

+5.4%

5 years, per year

BTALAGF

−1.3%

5 years, per year

IJSBTALFaded: behind in that period

4–0IJS wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IJS vs BTAL

YTD

iSharesIJS

+18.1%

BTALAGF

−7.4%

+18.1%Year to date−7.4%

−9.3%Worst drop · 1Y−29.2%

16.3%Volatility · 1Y24.3%

1.4%Yield2.7%

$7.7BAssets$419M

3–1IJS wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.68%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.68%$268

IJS1.39%$139

FXL0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, IJS

IJS$139 − $18 = $121

BTAL$268 − $153 = $115

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FXL, IJS, BTAL

Today

16.7%most shared, FXL and BTAL

FXLIJSBTAL

FXL—2.1%16.7%

IJS2.1%—2.3%

BTAL16.7%2.3%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.7%FXL, at 28.0% volatility

IJSWorst drop−9.3%16.3% vol

BTALWorst drop−29.2%24.3% vol

FXLWorst drop−15.3%28.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

BTALFXL

−7.4%Year to date+22.6%

2.7%Yield0.0%

−9.3%Past year+21.7%

1.53%Fee0.60%

3–1FXL wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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FXL, IJS and BTAL

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three