BTAL vs IBTP
Comparison between AGF U.S. MARKET NEUTRAL ANTI-BETA FUND (BTAL, ETF) and ISHARES IBONDS DEC 2034 TERM TREASURY ETF (IBTP, ETF).
BTAL vs IBTP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BTAL
$276M
Winner
IBTP
$276M
Expense Ratio
BTAL
1.40%
Winner
IBTP
0.07%
Max Drawdown
BTAL
56.68%
Winner
IBTP
8.50%
Sharpe Ratio
BTAL
-2.02
Winner
IBTP
0.08
5Y Beta
Winner
BTAL
-0.84
IBTP
0.00
BTAL vs IBTP - Historical Returns
Returns include dividend reinvestment.
1M
BTAL
-4.41%
Winner
IBTP
+0.14%
3M
BTAL
-19.99%
Winner
IBTP
-0.61%
6M
BTAL
-19.28%
Winner
IBTP
-0.15%
1Y
BTAL
-36.62%
Winner
IBTP
+3.56%
5Y(CAGR)
BTAL
-4.95%
IBTP
N/A
10Y(CAGR)
BTAL
-4.98%
IBTP
N/A
Max(CAGR)
BTAL
-4.04%
Winner
IBTP
+4.00%
BTAL vs IBTP - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | BTAL | IBTP |
|---|---|---|
| 2026 | -18.22% | -0.38% |
| 2025 | -19.89% | +8.08% |
| 2024 | +10.73% | +0.42% |
| 2023 | -16.21% | N/A |
| 2022 | +21.71% | N/A |
| 2021 | -7.35% | N/A |
| 2020 | -13.74% | N/A |
| 2019 | +2.04% | N/A |
| 2018 | +16.45% | N/A |
| 2017 | -1.13% | N/A |
| 2016 | -5.06% | N/A |
| 2015 | +4.33% | N/A |
| 2014 | +8.06% | N/A |
| 2013 | -11.09% | N/A |
| 2012 | -7.04% | N/A |
| 2011 | -2.50% | N/A |
BTAL vs IBTP Drawdown Comparison
The maximum drawdown for BTAL was -50.29%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The maximum drawdown for IBTP was -7.40%, occurring on Jan 14, 2025. Recovery took 242 trading sessions.
The current BTAL drawdown is -50.25%. The current IBTP drawdown is -2.62%.
| Rank | BTAL | IBTP |
|---|---|---|
| #1 | -50.29% Mar 12, 2020 - Jun 2, 2026 | -7.40% Sep 16, 2024 - Sep 4, 2025 |
| #2 | -29.52% Oct 3, 2011 - Mar 9, 2020 | -3.98% Feb 27, 2026 - May 19, 2026 |
| #3 | -2.13% Sep 26, 2011 - Sep 29, 2011 | -1.93% Jun 14, 2024 - Jul 11, 2024 |
| #4 | -1.62% Sep 13, 2011 - Sep 21, 2011 | -1.67% Aug 5, 2024 - Sep 4, 2024 |
| #5 | -1.46% Mar 9, 2020 - Mar 12, 2020 | -1.49% Nov 26, 2025 - Feb 12, 2026 |
| #6 | N/A | -1.31% Oct 22, 2025 - Nov 25, 2025 |
| #7 | N/A | -1.09% Sep 11, 2025 - Oct 14, 2025 |
| #8 | N/A | -1.03% Jul 17, 2024 - Jul 30, 2024 |
| #9 | N/A | -0.33% Jul 12, 2024 - Jul 16, 2024 |
| #10 | N/A | -0.25% Sep 10, 2024 - Sep 16, 2024 |
| #11 | N/A | -0.23% Feb 13, 2026 - Feb 23, 2026 |
| #12 | N/A | -0.21% Oct 16, 2025 - Oct 21, 2025 |
| #13 | N/A | -0.13% Sep 8, 2025 - Sep 10, 2025 |
| #14 | N/A | -0.11% Feb 23, 2026 - Feb 26, 2026 |
| #15 | N/A | -0.08% Oct 14, 2025 - Oct 16, 2025 |
Correlation
Correlation between BTAL and IBTP is -0.76 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.76
-101
Dividend Comparison (2011 - 2026)
BTAL vs IBTP dividend yield comparison.
| Year | BTAL | IBTP |
|---|---|---|
| 2026 | 0.00% | 1.64% |
| 2025 | 2.49% | 3.92% |
| 2024 | 3.49% | 1.78% |
| 2023 | 6.14% | 0.00% |
| 2022 | 1.01% | 0.00% |
| 2019 | 0.88% | 0.00% |
| 2018 | 0.39% | 0.00% |
| 2012 | 0.00% | 0.00% |
| 2011 | 1.80% | 0.00% |
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