BTAL vs VTV

ABTAL

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · BTAL $8,983

Lowest cost0.03%VTV · $3 on $10k

Most income2.70%BTAL · $270 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common30.6%BTAL and VTV

BTAL

VTV

AGF U.S. Market Neutral Anti-Beta Fund · $380MVanguard Morningstar Value ETF · $184B

−11.1%3 years · per year$7,022 · $17,687+20.9%

−2.1%5 years · per year$8,983 · $17,585+12.0%

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

2.70%12-mo yield$270 · $187 on $10k1.87%

−29.2%Worst dropSmaller wins−6.4%

24.3%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTAL · VTV

3.8%BRK-B2.9%

3.2%JNJ2.4%

3.4%ABBV1.8%

2.8%CSCO1.4%

Held in common30.6%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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%	$380M

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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%	$380M

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 VTV

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$8,983

VTV

Vanguard Morningstar Value

$17,585

MeasureBTALVTV

Fee1.53%0.03%

Cost on $10k a year$153$3

Yield2.70%1.87%

5 years, per year−2.1%+12.0%

3 years, per year−11.1%+20.9%

Worst drop · 1Y−29.2%−6.4%

Volatility · 1Y24.3%10.7%

5–1measures won
VTV first

30.6%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: BTAL, VTV

Today

30.6%most shared, BTAL and VTV

BTALVTV

BTAL—30.6%

VTV30.6%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

BTAL$270 − $153 = $117

KeptFee

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