BTAL vs IJS

ABTAL

BIJS

Measures won1–5IJS wins · of 6 · 5Y

$10,000 · 5Y$13,664IJS · BTAL $9,246

Lowest cost0.18%IJS · $18 on $10k

Most income2.74%BTAL · $274 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common2.2%BTAL and IJS

BTAL

IJS

AGF U.S. Market Neutral Anti-Beta Fund · $333MiShares S&P Small-Cap 600 Value ETF · $7.8B

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

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

1.53%Expense ratio$153 · $18 on $10k · lower wins0.18%

2.74%12-mo yield$274 · $137 on $10k1.37%

−29.2%Worst dropSmaller wins−9.3%

24.2%VolatilityLower wins15.9%

1–5IJS wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTAL · IJS

5.1%EPAM0.8%

4.2%TAP0.7%

4.6%CE0.5%

4.3%SPSC0.1%

Held in common2.2%

End-of-day Nov 5, 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	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B
2	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.74%	−0.4%	−9.1%	−8.1%	−11.2%	−2.3%	−29.2%	$333M

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

Both

5Y2 funds

#			Trend
1	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B
2	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.74%	−0.4%	−9.1%	−8.1%	−11.2%	−2.3%	−29.2%	$333M

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

Cards for this view

BTAL vs IJS

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$8,910

IJS

iShares S&P Small-Cap 600 Value

$14,359

MeasureBTALIJS

Fee1.53%0.18%

Cost on $10k a year$153$18

Yield2.74%1.37%

5 years, per year−2.3%+7.5%

3 years, per year−11.2%+19.7%

Worst drop · 1Y−29.2%−9.3%

Volatility · 1Y24.2%15.9%

5–1measures won
IJS first

2.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BTAL, IJS

Today

2.2%most shared, BTAL and IJS

BTALIJS

BTAL—2.2%

IJS2.2%—

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

Income After Fees on $10,000

$121most kept, BTAL

BTAL$274 − $153 = $121

IJS$137 − $18 = $119

KeptFee

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