BTAL vs VOO

ABTAL

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · BTAL $8,910

Lowest cost0.03%VOO · $3 on $10k

Most income2.74%BTAL · $274 on $10k

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

Held in common14.7%BTAL and VOO

BTAL

VOO

AGF U.S. Market Neutral Anti-Beta Fund · $333MVanguard S&P 500 ETF · $1.00T

−11.2%3 years · per year$6,995 · $19,172+24.2%

−2.3%5 years · per year$8,910 · $18,115+12.6%

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

2.74%12-mo yield$274 · $105 on $10k1.05%

−29.2%Worst dropSmaller wins−8.9%

24.2%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTAL · VOO

4.7%BRK-B1.4%

4.1%JNJ1.0%

4.4%ABBV0.7%

3.8%CSCO0.6%

Held in common14.7%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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 VOO

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$8,910

VOO

Vanguard S&P 500

$18,115

MeasureBTALVOO

Fee1.53%0.03%

Cost on $10k a year$153$3

Yield2.74%1.05%

5 years, per year−2.3%+12.6%

3 years, per year−11.2%+24.2%

Worst drop · 1Y−29.2%−8.9%

Volatility · 1Y24.2%12.8%

5–1measures won
VOO first

14.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: BTAL, VOO

Today

14.7%most shared, BTAL and VOO

BTALVOO

BTAL—14.7%

VOO14.7%—

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

VOO$105 − $3 = $102

KeptFee

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