BTAL vs SPYM

ABTAL

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · BTAL $8,983

Lowest cost0.02%SPYM · $2 on $10k

Most income2.70%BTAL · $270 on $10k

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

Held in common16.6%BTAL and SPYM

BTAL

SPYM

AGF U.S. Market Neutral Anti-Beta Fund · $363MState Street SPDR Portfolio S&P 500 ETF · $182B

−11.1%3 years · per year$7,022 · $18,082+21.8%

−2.1%5 years · per year$8,983 · $17,192+11.4%

1.53%Expense ratio$153 · $2 on $10k · lower wins0.02%

2.70%12-mo yield$270 · $105 on $10k1.05%

−29.2%Worst dropSmaller wins−8.9%

24.3%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTAL · SPYM

3.8%BRK-B1.7%

3.2%JNJ1.0%

3.4%ABBV0.8%

2.8%CSCO0.6%

Held in common16.6%

End-of-day Nov 6, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.70%	−2.6%	−7.9%	−8.8%	−11.1%	−2.1%	−29.2%	$363M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk		1.53%	2.70%	−2.6%	−7.9%	−8.8%	−11.1%	−2.1%	−29.2%	$363M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BTAL vs SPYM

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$8,983

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureBTALSPYM

Fee1.53%0.02%

Cost on $10k a year$153$2

Yield2.70%1.05%

5 years, per year−2.1%+11.4%

3 years, per year−11.1%+21.8%

Worst drop · 1Y−29.2%−8.9%

Volatility · 1Y24.3%13.6%

5–1measures won
SPYM first

16.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BTAL, SPYM

Today

16.6%most shared, BTAL and SPYM

BTALSPYM

BTAL—16.6%

SPYM16.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, BTAL

BTAL$270 − $153 = $117

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee