BTAL vs IWF

ABTAL

BIWF

Measures won1–5IWF wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · BTAL $9,246

Lowest cost0.18%IWF · $18 on $10k

Most income2.63%BTAL · $263 on $10k

Smallest drop−14.6%IWF · worst fall in 1Y

Held in common5.2%BTAL and IWF

BTAL

IWF

AGF U.S. Market Neutral Anti-Beta Fund · $333MiShares Russell 1000 Growth ETF · $121B

−10.1%3 years · per year$7,274 · $17,073+19.5%

−1.6%5 years · per year$9,246 · $15,330+8.9%

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

2.63%12-mo yield$263 · $39 on $10k0.39%

−29.2%Worst dropSmaller wins−14.6%

24.3%VolatilityLower wins19.3%

1–5IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTAL · IWF

3.5%NFLX0.9%

4.8%AMGN0.6%

4.0%LMT0.4%

5.4%MCK0.4%

Held in common5.2%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
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 IWF

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$9,246

IWF

iShares Russell 1000 Growth

$15,330

MeasureBTALIWF

Fee1.53%0.18%

Cost on $10k a year$153$18

Yield2.63%0.39%

5 years, per year−1.6%+8.9%

3 years, per year−10.1%+19.5%

Worst drop · 1Y−29.2%−14.6%

Volatility · 1Y24.3%19.3%

5–1measures won
IWF first

5.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: BTAL, IWF

Today

5.2%most shared, BTAL and IWF

BTALIWF

BTAL—5.2%

IWF5.2%—

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

IWF$39 − $18 = $21

KeptFee

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