BTAL vs SCHD5YBTALBTALAvsBSCHDSCHDAGF U.S. Market Neutral Anti-Beta Fund · $370MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in−10.5%3 years · per year$7,168 · $17,062+19.5%−1.9%5 years · per year$9,078 · $16,428+10.4%Cost and income1.53%Expense ratio$153 · $6 on $10k · lower wins0.06%2.71%12-mo yield$271 · $294 on $10k
Overlap: BTAL, SCHD, VUGToday39.1%most shared, BTAL and SCHDBTALSCHDVUGBTAL—39.1%4.0%SCHD39.1%—0.8%VUG4.0%0.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
BTAL vs SCHD5YABTALAGF U.S. Market Neutral Anti-Beta Fund$9,078vsSCHDBSchwab U.S. Dividend Equity$16,428$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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3ABTALAGF U.S. Market Neutral Anti-Beta FundReadDesk1.53%2.71%+1.5%−8.3%−11.0%−10.5%−1.9%−29.2%$370MEnd-of-day Nov 10, 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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3ABTALAGF U.S. Market Neutral Anti-Beta FundReadDesk1.53%2.71%+1.5%−8.3%−11.0%−10.5%−1.9%−29.2%$370MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: BTAL, SCHD, VUGToday39.1%most shared, BTAL and SCHDBTALSCHDVUGBTAL—39.1%4.0%SCHD39.1%—0.8%VUG4.0%0.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288BTAL$271 − $153 = $118VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee