IJS vs BTAL

AIJS

BBTAL

Measures won5–1IJS wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · IJS $13,664

Lowest cost0.18%IJS · $18 on $10k

Most income2.63%BTAL · $263 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common2.2%IJS and BTAL

IJS

BTAL

iShares S&P Small-Cap 600 Value ETF · $7.6BAGF U.S. Market Neutral Anti-Beta Fund · $363M

+18.0%3 years · per year$16,426 · $7,274−10.1%

+6.4%5 years · per year$13,664 · $9,246−1.6%

0.18%Expense ratio$18 · $153 on $10k · lower wins1.53%

1.42%12-mo yield$142 · $263 on $10k2.63%

−9.3%Worst dropSmaller wins−29.2%

16.3%VolatilityLower wins24.3%

5–1IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · BTAL

0.8%EPAM5.1%

0.7%TAP4.2%

0.5%CE4.6%

0.1%SPSC4.3%

Held in common2.2%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.6B
3	BBTAL	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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.6B
3	BBTAL	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

IJS vs BTAL

IJS

iShares S&P Small-Cap 600 Value

$13,664

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$9,246

MeasureIJSBTAL

Fee0.18%1.53%

Cost on $10k a year$18$153

Yield1.42%2.63%

5 years, per year+6.4%−1.6%

3 years, per year+18.0%−10.1%

Worst drop · 1Y−9.3%−29.2%

Volatility · 1Y16.3%24.3%

5–1measures won
IJS first

2.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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

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: IJS, BTAL, IWF

Today

5.2%most shared, BTAL and IWF

IJSBTALIWF

IJS—2.2%0.0%

BTAL2.2%—5.2%

IWF0.0%5.2%—

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

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

BTAL$263 − $153 = $110

IWF$39 − $18 = $21

KeptFee

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