BTAL vs IJS

ABTAL

BIJS

Measures won1–5IJS wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IJS $13,645

Lowest cost0.03%VTV · $3 on $10k

Most income2.70%BTAL · $270 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common2.3%BTAL and IJS

BTAL

IJS

AGF U.S. Market Neutral Anti-Beta Fund · $363MiShares S&P Small-Cap 600 Value ETF · $7.6B

−11.1%3 years · per year$7,022 · $16,272+17.6%

−2.1%5 years · per year$8,983 · $13,645+6.4%

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

2.70%12-mo yield$270 · $142 on $10k1.42%

−29.2%Worst dropSmaller wins−9.3%

24.3%VolatilityLower wins16.2%

1–5IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBTAL · IJS

4.8%EPAM0.9%

3.2%TAP0.7%

3.5%CE0.5%

3.3%SPSC0.1%

Held in common2.3%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.6B
3	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.70%	−2.6%	−7.9%	−8.8%	−11.1%	−2.1%	−29.2%	$363M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−0.4%	+15.7%	+19.1%	+17.6%	+6.4%	−9.3%	$7.6B
3	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.70%	−2.6%	−7.9%	−8.8%	−11.1%	−2.1%	−29.2%	$363M

End-of-day Nov 6, 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

$8,983

IJS

iShares S&P Small-Cap 600 Value

$13,645

MeasureBTALIJS

Fee1.53%0.18%

Cost on $10k a year$153$18

Yield2.70%1.42%

5 years, per year−2.1%+6.4%

3 years, per year−11.1%+17.6%

Worst drop · 1Y−29.2%−9.3%

Volatility · 1Y24.3%16.2%

5–1measures won
IJS first

2.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BTAL, IJS, VTV

Today

30.6%most shared, BTAL and VTV

BTALIJSVTV

BTAL—2.3%30.6%

IJS2.3%—0.0%

VTV30.6%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IJS$142 − $18 = $124

BTAL$270 − $153 = $117

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee