BTAL vs SCHB

ABTAL

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,270SCHB · BTAL $8,910

Lowest cost0.03%SCHB · $3 on $10k

Most income2.74%BTAL · $274 on $10k

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

Held in common15.5%BTAL and SCHB

BTAL

SCHB

AGF U.S. Market Neutral Anti-Beta Fund · $333MSchwab U.S. Broad Market ETF · $44.9B

−11.2%3 years · per year$6,995 · $19,056+24.0%

−2.3%5 years · per year$8,910 · $17,270+11.5%

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

2.74%12-mo yield$274 · $104 on $10k1.04%

−29.2%Worst dropSmaller wins−8.9%

24.2%VolatilityLower wins13.1%

1–5SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTAL · SCHB

4.7%BRK-B1.4%

4.1%JNJ0.9%

4.4%ABBV0.7%

3.8%CSCO0.6%

Held in common15.5%

End-of-day Nov 4, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BTAL vs SCHB

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$8,910

SCHB

Schwab U.S. Broad Market

$17,270

MeasureBTALSCHB

Fee1.53%0.03%

Cost on $10k a year$153$3

Yield2.74%1.04%

5 years, per year−2.3%+11.5%

3 years, per year−11.2%+24.0%

Worst drop · 1Y−29.2%−8.9%

Volatility · 1Y24.2%13.1%

5–1measures won
SCHB first

15.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

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 4, 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 4, 2026

Overlap: BTAL, SCHB

Today

15.5%most shared, BTAL and SCHB

BTALSCHB

BTAL—15.5%

SCHB15.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, BTAL

BTAL$274 − $153 = $121

SCHB$104 − $3 = $101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee