BTAL vs VIG

ABTAL

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · BTAL $9,246

Lowest cost0.04%VIG · $4 on $10k

Most income2.63%BTAL · $263 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common24.6%BTAL and VIG

BTAL

VIG

AGF U.S. Market Neutral Anti-Beta Fund · $363MVanguard Dividend Appreciation ETF · $109B

−10.1%3 years · per year$7,274 · $16,814+18.9%

−1.6%5 years · per year$9,246 · $16,331+10.3%

1.53%Expense ratio$153 · $4 on $10k · lower wins0.04%

2.63%12-mo yield$263 · $149 on $10k1.49%

−29.2%Worst dropSmaller wins−7.9%

24.3%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTAL · VIG

4.2%JNJ2.8%

4.5%ABBV2.0%

3.8%CSCO1.9%

4.1%MRK1.6%

Held in common24.6%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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%	$363M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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%	$363M

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 VIG

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$9,246

VIG

Vanguard Dividend Appreciation

$16,331

MeasureBTALVIG

Fee1.53%0.04%

Cost on $10k a year$153$4

Yield2.63%1.49%

5 years, per year−1.6%+10.3%

3 years, per year−10.1%+18.9%

Worst drop · 1Y−29.2%−7.9%

Volatility · 1Y24.3%10.8%

5–1measures won
VIG first

24.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BTAL, VIG

Today

24.6%most shared, BTAL and VIG

BTALVIG

BTAL—24.6%

VIG24.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

BTAL$263 − $153 = $110

KeptFee

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