BTAL vs HWO

ABTAL

BHWO

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$9,348BTAL

Lowest cost0.93%HWO · $93 on $10k

Most income2.68%BTAL · $268 on $10k

Smallest drop−29.2%BTAL · worst fall in 1Y

Held in common16.9%BTAL and HWO

BTAL

HWO

AGF U.S. Market Neutral Anti-Beta Fund · $419MHotchkis & Wiley Opportunities Fund · $1M

−10.3%3 years · per year$7,209 · […][…]

−1.3%5 years · per year$9,348 · […][…]

1.53%Expense ratio$153 · $93 on $10k · lower wins0.93%

2.68%12-mo yield$268 · $0 on $10k0.00%

−29.2%Worst dropSmaller wins

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.68%	+0.5%	−7.4%	−9.3%	−10.3%	−1.3%	−29.2%	$419M
2	BHWO	Hotchkis & Wiley Opportunities FundRead Desk		0.93%	0.00%	+0.3%	new	new	new	new	[…]	$543K

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.68%	+0.5%	−7.4%	−9.3%	−10.3%	−1.3%	−29.2%	$419M
2	BHWO	Hotchkis & Wiley Opportunities FundRead Desk		0.93%	0.00%	+0.3%	new	new	new	new	[…]	$543K

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BTAL vs HWO

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$9,348

HWO

Hotchkis & Wiley Opportunities Fund

[…]

MeasureBTALHWO

Fee1.53%0.93%

Cost on $10k a year$153$93

Yield2.68%0.00%

5 years, per year−1.3%[…]

3 years, per year−10.3%[…]

Worst drop · 1Y−29.2%[…]

Volatility · 1Y24.3%[…]

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BTAL vs HWO

Both

Both

$10,000 in BTAL, HWO

Overlap: BTAL, HWO

BTAL vs HWO

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Income After Fees on $10,000