Compare · 3 funds side by side · dividends reinvested

IJS, BTAL and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,803VTV · best of the three

Story of the three · IncomeMost incomeBTAL · 2.71% · $271 a year on $10k

Story of the three · RiskSmallest drop

IJS, BTAL and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.1

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.39%+18.6%+22.7%+16.2%+6.4%−9.3%16.3%$7.7B2.1

AGF U.S. Market Neutral Anti-Beta FundUS Stock Styles · Large cap1.53%2.71%−8.3%−11.0%−10.5%−1.9%−29.2%24.4%$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 10, 2026 · returns include dividends · since: IJS 2000 · BTAL 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares S&P Small-Cap 600 Value ETF · $7.7B$13,634

IJS

BTAL

AGF U.S. Market Neutral Anti-Beta Fund · $370M$9,078

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

IJSMeasure

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IJS vs BTAL: Top 5 Holdings

Today

IJS

4.7%in top 5

BTAL

in top 530.2%

IJSStockBTAL

0.9%EPAM6.4%

not top 5ACN6.2%

not top 5MCK5.9%

not top 5CDW5.8%

not top 5FCN

Cost, Income and Risk

Fees: IJS, BTAL, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJS0.18%$18

BTAL1.53%$153

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

Yields: IJS, BTAL, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

BTAL

+18.6%Year to dateJan 1 → Nov 10−8.3%

+22.7%1 yearTotal return−11.0%

+16.2%3 years · per year$10,000 became $15,675 · $7,168−10.5%

+6.4%5 years · per year$10,000 became $13,634 · $9,078−1.9%

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

1.39%Trailing 12-mo yield$139 · $271 a year on $10k2.71%

−9.3%Worst dropSmaller is better−29.2%

16.3%VolatilityLower is calmer24.4%

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

7–1IJS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.8%

1.0%PAYCnot top 5

1.0%VSXYnot top 5

1.0%MTCHnot top 5

0.9%JXNnot top 5

Held in common2.2%

End-of-day Nov 10, 2026 · share of each fund

IJS vs BTAL Returns, Every Period

5Y

iSharesIJS

+6.4%

5 years, per year

BTALAGF

−1.9%

5 years, per year

IJSBTALFaded: behind in that period

4–0IJS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IJS vs BTAL

YTD

iSharesIJS

+18.6%

BTALAGF

−8.3%

+18.6%Year to date−8.3%

−9.3%Worst drop · 1Y−29.2%

16.3%Volatility · 1Y24.4%

1.4%Yield2.7%

$7.7BAssets$370M

3–1IJS wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.71%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.71%$271

VTV1.83%$183

IJS1.39%$139

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$180most kept, VTV

VTV$183 − $3 = $180

IJS$139 − $18 = $121

BTAL$271 − $153 = $118

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IJS, BTAL, VTV

Today

30.6%most shared, BTAL and VTV

IJSBTALVTV

IJS—2.2%0.0%

BTAL2.2%—30.6%

VTV0.0%30.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IJSWorst drop−9.3%16.3% vol

BTALWorst drop−29.2%24.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

BTALVTV

−8.3%Year to date+21.0%

2.7%Yield1.8%

−11.0%Past year+24.8%

1.53%Fee0.03%

3–1VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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IJS, BTAL and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three