BTAL vs IVV

ABTAL

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · BTAL $8,885

Lowest cost0.03%IVV · $3 on $10k

Most income2.75%BTAL · $276 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common16.4%BTAL and IVV

BTAL

IVV

AGF U.S. Market Neutral Anti-Beta Fund · $380MiShares Core S&P 500 ETF · $875B

−11.2%3 years · per year$7,006 · $18,159+22.0%

−2.3%5 years · per year$8,885 · $17,545+11.9%

1.53%Expense ratio$153 · $3 on $10k · lower wins0.03%

2.75%12-mo yield$276 · $111 on $10k1.11%

−29.2%Worst dropSmaller wins−8.9%

24.4%VolatilityLower wins13.8%

1–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTAL · IVV

4.5%BRK-B1.7%

3.9%JNJ1.0%

4.1%ABBV0.8%

3.2%CSCO0.6%

Held in common16.4%

End-of-day Nov 9, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.75%	−2.0%	−9.7%	−11.5%	−11.2%	−2.3%	−29.2%	$380M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.75%	−2.0%	−9.7%	−11.5%	−11.2%	−2.3%	−29.2%	$380M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BTAL vs IVV

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$8,885

IVV

iShares Core S&P 500

$17,545

MeasureBTALIVV

Fee1.53%0.03%

Cost on $10k a year$153$3

Yield2.75%1.11%

5 years, per year−2.3%+11.9%

3 years, per year−11.2%+22.0%

Worst drop · 1Y−29.2%−8.9%

Volatility · 1Y24.4%13.8%

5–1measures won
IVV first

16.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: BTAL, IVV

Today

16.4%most shared, BTAL and IVV

BTALIVV

BTAL—16.4%

IVV16.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$123most kept, BTAL

BTAL$276 − $153 = $123

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee