BTAL vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricBTALSPYWinner
Expense Ratio1.40%0.09%
AUM$306M$789.1B
Dividend Yield3.20%1.01%
Holdings402505
YTD Return-15.44%+13.28%
1Y Return-26.32%+23.94%
3Y Return (annualized)-10.51%+21.07%
5Y Return (annualized)-4.74%+13.27%
Volatility (annualized)14.9%15.3%
Max Drawdown-52.7%-56.5%
Fund FamilyAGFiQState Street Investment Management
CategoryAlternativeEquity
InceptionSep 13, 2011Jan 22, 1993

BTAL vs SPY Performance

AGF US Market Neutral Anti-Beta Fund ETF (BTAL) is a ETF from AGFiQ and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year BTAL returned -26.32% while SPY returned +23.94%. Year to date, BTAL is down 15.44% versus a gain of 13.28% for SPY.

Over three years, BTAL compounded at -10.51% per year against +21.07% for SPY; over five years the annualized figures are -4.74% and +13.27% respectively. Across the full 15-year window we track, SPY has the edge at +8.84% annualized vs -3.78%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.9% for BTAL. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -52.7% for BTAL and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BTAL charges 1.40% per year while SPY charges 0.09%. On a $10,000 position that is $140 vs $9 annually, a gap of $131 per year that compounds over a long holding period. On income, BTAL currently yields 3.20% against 1.01% for SPY.

Holdings Overlap

12.8%overlap

BTAL and SPY share 192 holdings out of 710 unique holdings combined, representing a 12.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BTALWeight in SPYDifference
AMZN-0.31%3.69%4.00%
AVGO-0.33%2.73%3.06%
META-0.30%2.03%2.33%
TSLAProProPro
JNJProProPro
MUProProPro
ABBVProProPro
CSCOProProPro
RTXProProPro
PMProProPro
See all 10 holdings BTAL shares with SPY
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Frequently Asked Questions

Which is cheaper, BTAL or SPY?

BTAL has an expense ratio of 1.40% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $131 per year of difference.

Which performed better, BTAL or SPY?

Over the past year BTAL returned -26.32% vs +23.94% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (15 years), BTAL annualized -3.78% vs +8.84% for SPY. Past performance does not guarantee future results.

Which is riskier, BTAL or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 14.9% for BTAL. Worst drawdown: BTAL -52.7% vs SPY -56.5%.

Should I hold both BTAL and SPY?

BTAL and SPY have a monthly-return correlation of -0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BTAL and SPY?

BTAL and SPY share 192 common holdings with a 12.8% weight overlap. Combined, they hold 710 unique securities.

Which pays a higher dividend, BTAL or SPY?

BTAL yields 3.20% while SPY yields 1.01%, so BTAL currently pays the higher dividend yield.

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