BTAL vs VUG

ABTAL

BVUG

Measures won1–5VUG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · BTAL $8,910

Lowest cost0.03%VUG · $3 on $10k

Most income2.74%BTAL · $274 on $10k

Smallest drop−16.1%VUG · worst fall in 1Y

Held in common4.0%BTAL and VUG

BTAL

VUG

AGF U.S. Market Neutral Anti-Beta Fund · $333MVanguard Morningstar Growth ETF · $233B

−11.2%3 years · per year$6,995 · $19,712+25.4%

−2.3%5 years · per year$8,910 · $17,153+11.4%

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

2.74%12-mo yield$274 · $40 on $10k0.40%

−29.2%Worst dropSmaller wins−16.1%

24.2%VolatilityLower wins18.2%

1–5VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsBTAL · VUG

3.3%NFLX0.8%

4.1%WELL0.5%

4.2%TJX0.4%

4.2%NET0.3%

Held in common4.0%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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 VUG

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$8,910

VUG

Vanguard Morningstar Growth

$17,153

MeasureBTALVUG

Fee1.53%0.03%

Cost on $10k a year$153$3

Yield2.74%0.40%

5 years, per year−2.3%+11.4%

3 years, per year−11.2%+25.4%

Worst drop · 1Y−29.2%−16.1%

Volatility · 1Y24.2%18.2%

5–1measures won
VUG first

4.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: BTAL, VUG

Today

4.0%most shared, BTAL and VUG

BTALVUG

BTAL—4.0%

VUG4.0%—

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

VUG$40 − $3 = $37

KeptFee

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