Compare · 3 funds side by side · dividends reinvested

IJS, BTAL and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

IJS, BTAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.37%+20.2%+24.4%+19.7%+7.5%−9.3%15.9%$7.8B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

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%$333M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: IJS 2000 · BTAL 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P Small-Cap 600 Value ETF · $7.8B$13,664

IJS

BTAL

AGF U.S. Market Neutral Anti-Beta Fund · $333M$9,246

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

IJSMeasureBTAL

+20.2%Year to dateJan 1 → Nov 5−9.1%

+24.4%1 yearTotal return−8.1%

+19.7%3 years · per year$10,000 became $17,153 · $6,995−11.2%

+7.5%5 years · per year$10,000 became $14,359 · $8,910−2.3%

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

1.37%Trailing 12-mo yield$137 · $274 a year on $10k2.74%

−9.3%Worst dropSmaller is better−29.2%

15.9%VolatilityLower is calmer24.2%

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

7–1IJS wins

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

More Ways to See the Pairs

IJS vs BTAL: Top 5 Holdings

Today

IJS

4.7%in top 5

BTAL

in top 527.2%

IJSStockBTAL

not top 5ACN5.8%

not top 5CDW5.4%

not top 5MCK5.4%

not top 5FCN5.3%

not top 5ZS5.3%

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%VSXYnot top 5

0.9%JXNnot top 5

0.8%POOLnot top 5

Held in common2.2%

End-of-day Nov 5, 2026 · share of each fund

IJS vs BTAL Returns, Every Period

iSharesIJS

+7.5%

5 years, per year

BTALAGF

−2.3%

5 years, per year

IJSBTALFaded: behind in that period

4–0IJS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IJS vs BTAL

YTD

iSharesIJS

+20.2%

BTALAGF

−9.1%

+20.2%Year to date−9.1%

−9.3%Worst drop · 1Y−29.2%

15.9%Volatility · 1Y24.2%

1.4%Yield2.7%

$7.8BAssets$333M

3–1IJS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJS, BTAL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJS0.18%$18

BTAL1.53%$153

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IJS, BTAL, VUG

2.74%highest, BTAL

FundTrailing yieldYield$10k

BTAL2.74%$274

IJS1.37%$137

VUG0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, BTAL

BTAL$274 − $153 = $121

IJS$137 − $18 = $119

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IJS, BTAL, VUG

Today

4.0%most shared, BTAL and VUG

IJSBTALVUG

IJS—2.2%0.0%

BTAL2.2%—4.0%

VUG0.0%4.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.4%IJS, at 15.9% volatility

IJSWorst drop−9.3%15.9% vol

VUGWorst drop−16.1%18.2% vol

BTALWorst drop−29.2%24.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BTALIJS

−9.1%Year to date+20.2%

2.7%Yield1.4%

−8.1%Past year+24.4%

1.53%Fee0.18%

3–1IJS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026