BTAL vs IWB

ABTAL

BIWB

Measures won1–5IWB wins · of 6 · 5Y

$10,000 · 5Y$16,543IWB · BTAL $9,246

Lowest cost0.15%IWB · $15 on $10k

Most income2.63%BTAL · $263 on $10k

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

Held in common16.4%BTAL and IWB

BTAL

IWB

AGF U.S. Market Neutral Anti-Beta Fund · $333MiShares Russell 1000 ETF · $48.5B

−10.1%3 years · per year$7,274 · $18,083+21.8%

−1.6%5 years · per year$9,246 · $16,543+10.6%

1.53%Expense ratio$153 · $15 on $10k · lower wins0.15%

2.63%12-mo yield$263 · $95 on $10k0.95%

−29.2%Worst dropSmaller wins−8.9%

24.3%VolatilityLower wins13.6%

1–5IWB wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTAL · IWB

4.9%BRK-B1.5%

4.2%JNJ0.9%

4.5%ABBV0.7%

3.8%CSCO0.6%

Held in common16.4%

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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.63%	+4.1%	−5.4%	−7.9%	−10.1%	−1.6%	−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	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.95%	−4.3%	+8.1%	+9.6%	+21.8%	+10.6%	−8.9%	$48.5B
2	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.63%	+4.1%	−5.4%	−7.9%	−10.1%	−1.6%	−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 IWB

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$9,246

IWB

iShares Russell 1000

$16,543

MeasureBTALIWB

Fee1.53%0.15%

Cost on $10k a year$153$15

Yield2.63%0.95%

5 years, per year−1.6%+10.6%

3 years, per year−10.1%+21.8%

Worst drop · 1Y−29.2%−8.9%

Volatility · 1Y24.3%13.6%

5–1measures won
IWB first

16.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BTAL, IWB

Today

16.4%most shared, BTAL and IWB

BTALIWB

BTAL—16.4%

IWB16.4%—

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

Income After Fees on $10,000

$110most kept, BTAL

BTAL$263 − $153 = $110

IWB$95 − $15 = $80

KeptFee

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