IJS vs BTAL

AIJS

BBTAL

Measures won5–1IJS wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IJS $14,359

Lowest cost0.03%VUG · $3 on $10k

Most income2.74%BTAL · $274 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 · $7.8BAGF U.S. Market Neutral Anti-Beta Fund · $333M

+19.7%3 years · per year$17,153 · $6,995−11.2%

+7.5%5 years · per year$14,359 · $8,910−2.3%

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

1.37%12-mo yield$137 · $274 on $10k2.74%

−9.3%Worst dropSmaller wins−29.2%

15.9%VolatilityLower wins24.2%

5–1IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJS · BTAL

0.8%EPAM5.2%

0.7%TAP4.1%

0.6%CE4.7%

0.1%SPSC4.3%

Held in common2.2%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B
3	BBTAL	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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.8B
3	BBTAL	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

IJS vs BTAL

IJS

iShares S&P Small-Cap 600 Value

$14,359

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$8,910

MeasureIJSBTAL

Fee0.18%1.53%

Cost on $10k a year$18$153

Yield1.37%2.74%

5 years, per year+7.5%−2.3%

3 years, per year+19.7%−11.2%

Worst drop · 1Y−9.3%−29.2%

Volatility · 1Y15.9%24.2%

5–1measures won
IJS first

2.2%

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: IJS, BTAL, VUG

Today

4.0%most shared, BTAL and VUG

IJSBTALVUG

IJS—2.2%0.0%

BTAL2.2%—4.0%

VUG0.0%4.0%—

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

IJS$137 − $18 = $119

VUG$40 − $3 = $37

KeptFee

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