Compare · 3 funds side by side · dividends reinvested

IJS, BTAL and IWF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,697IWF · best of the three

Story of the three · IncomeMost incomeBTAL · 2.70% · $270 a year on $10k

Story of the three · RiskSmallest drop

IJS, BTAL and IWF, 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%+20.1%+16.7%+5.9%−9.3%16.3%$7.7B1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B1.8

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.70%−7.9%−9.9%−10.5%−1.8%−29.2%24.3%$393M2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: IJS 2000 · BTAL 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AGF U.S. Market Neutral Anti-Beta Fund · $393M$9,120

BTAL

IJS

iShares S&P Small-Cap 600 Value ETF · $7.7B$13,344

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

BTALMeasure

More Ways to See the Pairs

BTAL vs IJS: Top 5 Holdings

Today

BTAL

28.3%in top 5

IJS

in top 54.8%

BTALStockIJS

6.1%EPAM0.9%

5.6%ACNnot top 5

5.6%CDWnot top 5

5.5%MCKnot top 5

5.4%FCN

Cost, Income and Risk

Fees: IJS, BTAL, IWF

Today

0.18%lowest, IJS

FundExpense ratioFee$10k

IJS0.18%$18

IWF0.18%$18

BTAL1.53%$153

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IJS, BTAL, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IJS

−7.9%Year to dateJan 1 → Nov 12+18.1%

−9.9%1 yearTotal return+20.1%

−10.5%3 years · per year$10,000 became $7,171 · $15,911+16.7%

−1.8%5 years · per year$10,000 became $9,120 · $13,344+5.9%

1.53%Expense ratio$153 · $18 a year on $10k · lower is better0.18%

2.70%Trailing 12-mo yield$270 · $139 a year on $10k1.39%

−29.2%Worst dropSmaller is better−9.3%

24.3%VolatilityLower is calmer16.3%

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

1–7IJS wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MTCH1.0%

not top 5PAYC1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

Held in common2.3%

End-of-day Nov 12, 2026 · share of each fund

BTAL vs IJS Returns, Every Period

5Y

AGFBTAL

−1.8%

5 years, per year

IJSiShares

+5.9%

5 years, per year

BTALIJSFaded: behind in that period

0–4IJS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

BTAL vs IJS

YTD

AGFBTAL

−7.9%

IJSiShares

+18.1%

−7.9%Year to date+18.1%

−29.2%Worst drop · 1Y−9.3%

24.3%Volatility · 1Y16.3%

2.7%Yield1.4%

$393MAssets$7.7B

3–1IJS wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.70%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.70%$270

IJS1.39%$139

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$121most kept, IJS

IJS$139 − $18 = $121

BTAL$270 − $153 = $117

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IJS, BTAL, IWF

Today

5.2%most shared, BTAL and IWF

IJSBTALIWF

IJS—2.3%0.0%

BTAL2.3%—5.2%

IWF0.0%5.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.1%IJS, at 16.3% volatility

IJSWorst drop−9.3%16.3% vol

IWFWorst drop−14.6%19.6% vol

BTALWorst drop−29.2%24.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

BTALIJS

−7.9%Year to date+18.1%

2.7%Yield1.4%

−9.9%Past year+20.1%

1.53%Fee0.18%

3–1IJS wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

Loading…

IJS, BTAL and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three