BTAL vs DIA

ABTAL

BDIA

Measures won1–5DIA wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · DIA $15,770

Lowest cost0.03%VUG · $3 on $10k

Most income2.73%BTAL · $273 on $10k

Smallest drop−9.8%DIA · worst fall in 1Y

Held in common20.6%BTAL and DIA

BTAL

DIA

AGF U.S. Market Neutral Anti-Beta Fund · $337MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B

−11.1%3 years · per year$7,021 · $16,728+18.7%

−2.2%5 years · per year$8,944 · $15,770+9.5%

1.53%Expense ratio$153 · $16 on $10k · lower wins0.16%

2.73%12-mo yield$273 · $139 on $10k1.39%

−29.2%Worst dropSmaller wins−9.8%

24.2%VolatilityLower wins12.6%

1–5DIA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBTAL · DIA

4.6%AMGN5.2%

4.6%TRV4.5%

4.0%JNJ3.1%

3.9%MCD2.9%

Held in common20.6%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.39%	−0.4%	+8.8%	+10.3%	+18.7%	+9.5%	−9.8%	$45.1B
3	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.73%	−1.4%	−8.8%	−8.2%	−11.1%	−2.2%	−29.2%	$337M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.39%	−0.4%	+8.8%	+10.3%	+18.7%	+9.5%	−9.8%	$45.1B
3	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.73%	−1.4%	−8.8%	−8.2%	−11.1%	−2.2%	−29.2%	$337M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BTAL vs DIA

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$8,944

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,770

MeasureBTALDIA

Fee1.53%0.16%

Cost on $10k a year$153$16

Yield2.73%1.39%

5 years, per year−2.2%+9.5%

3 years, per year−11.1%+18.7%

Worst drop · 1Y−29.2%−9.8%

Volatility · 1Y24.2%12.6%

5–1measures won
DIA first

20.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: BTAL, DIA, VUG

Today

20.6%most shared, DIA and VUG

BTALDIAVUG

BTAL—20.6%4.0%

DIA20.6%—20.6%

VUG4.0%20.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

BTAL$273 − $153 = $120

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee