BTAL vs SCHB5YBTALBTALAvsBSCHBSCHBAGF U.S. Market Neutral Anti-Beta Fund · $370MSchwab U.S. Broad Market ETF · $44.1BReturns · dividends in−11.2%3 years · per year$7,013 · $18,033+21.7%−2.1%5 years · per year$8,992 · $16,686+10.8%Cost and income1.53%Expense ratio$153 · $3 on $10k · lower wins0.03%2.75%
Overlap: BTAL, SCHB, VUGToday50.2%most shared, SCHB and VUGBTALSCHBVUGBTAL—15.8%4.0%SCHB15.8%—50.2%VUG4.0%50.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
BTAL vs SCHB5YABTALAGF U.S. Market Neutral Anti-Beta Fund$8,992vsSCHBBSchwab U.S. Broad Market$16,686$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.05%+1.2%+12.4%+12.8%+21.7%+10.8%−8.9%$44.1B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B3ABTALAGF U.S. Market Neutral Anti-Beta FundReadDesk1.53%2.75%−1.2%−9.5%−9.9%−11.2%−2.1%−29.2%$370MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHBSchwab U.S. Broad Market ETFReadDesk0.03%1.05%+1.2%+12.4%+12.8%+21.7%+10.8%−8.9%$44.1B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B3ABTALAGF U.S. Market Neutral Anti-Beta FundReadDesk1.53%2.75%−1.2%−9.5%−9.9%−11.2%−2.1%−29.2%$370MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTI vs ITOTYTDVanguardVTIVA+12.6%vsBiSITOTiShares+12.5%Jan 1Nov 11+12.6%+12.5%+12.6%Year to date+12.5%1.1%Yield1.0%$689BAssets$95.3B2–0VTI winsEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
Overlap: BTAL, SCHB, VUGToday50.2%most shared, SCHB and VUGBTALSCHBVUGBTAL—15.8%4.0%SCHB15.8%—50.2%VUG4.0%50.2%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$122most kept, BTALBTAL$275 − $153 = $122SCHB$105 − $3 = $102VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee