IDUB vs. BTAL
IDUB (Aptus International Enhanced Yield ETF) and BTAL (AGF U.S. Market Neutral Anti-Beta Fund) are both exchange-traded funds - IDUB is a Long-Short fund actively managed by Aptus, while BTAL is a Equity Market Neutral fund actively managed by AGF. Both are actively managed. Over the past 5 years, IDUB returned 6.15%/yr vs -4.51%/yr for BTAL. Their -0.58 correlation means they have often moved in opposite directions in the past. IDUB charges 0.45%/yr vs 1.40%/yr for BTAL.
Performance
IDUB vs. BTAL - Performance Comparison
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Returns By Period
In the year-to-date period, IDUB achieves a 15.21% return, which is significantly higher than BTAL's -16.19% return.
IDUB
- 1D
- -0.01%
- 1M
- 0.00%
- 6M
- 9.16%
- YTD
- 15.21%
- 1Y
- 30.13%
- 3Y*
- 16.22%
- 5Y*
- 6.15%
- 10Y*
- —
- ALL TIME*
- 6.13%
BTAL
- 1D
- -1.55%
- 1M
- 4.15%
- 6M
- -14.41%
- YTD
- -16.19%
- 1Y
- -26.63%
- 3Y*
- -9.91%
- 5Y*
- -4.51%
- 10Y*
- -4.34%
- ALL TIME*
- -3.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $11.44M | $8.83M | $8.21M | |
| $907.21K | $1.03M | $881.50K |
IDUB vs. BTAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IDUB Aptus International Enhanced Yield ETF | 15.21% | 27.53% | 6.12% | 9.07% | -19.79% | -1.16% |
BTAL AGF U.S. Market Neutral Anti-Beta Fund | -16.19% | -20.17% | 12.83% | -15.11% | 20.48% | 3.01% |
Correlation
The correlation between IDUB and BTAL is -0.68, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.68 |
Correlation (3Y) Balances recent behavior with more history. | -0.57 |
Correlation (5Y) Shows whether the relationship held over a longer period. | -0.58 |
Correlation (All Time) Calculated using the full available price history since Jul 23, 2021 | -0.58 |
The correlation between IDUB and BTAL shifts across timeframes, from -0.68 (1 year) to -0.57 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
IDUB vs. BTAL — Risk / Return Rank
IDUB
BTAL
IDUB vs. BTAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus International Enhanced Yield ETF (IDUB) and AGF U.S. Market Neutral Anti-Beta Fund (BTAL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IDUB | BTAL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.93 | ||
| Sortino ratioReturn per unit of downside risk | +4.15 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 0.83 | +0.50 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | -0.77 | +3.37 |
| Martin ratioReturn relative to average drawdown | 9.99 | -1.39 | +11.38 |
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Drawdowns
IDUB vs. BTAL - Drawdown Comparison
The maximum IDUB drawdown since its inception was -29.20%, smaller than the maximum BTAL drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for IDUB and BTAL.
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Drawdown Indicators
| IDUB | BTAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.20% | -52.70% | +23.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.46% | -34.57% | +23.11% |
Max Drawdown (3Y)Largest decline over 3 years | -12.88% | -47.83% | +34.95% |
Max Drawdown (5Y)Largest decline over 5 years | -29.20% | -47.83% | +18.63% |
Max Drawdown (10Y)Largest decline over 10 years | — | -52.70% | — |
Current DrawdownCurrent decline from peak | -1.95% | -47.76% | +45.81% |
Average DrawdownAverage peak-to-trough decline | -10.88% | -22.25% | +11.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 19.17% | -16.19% |
Volatility
IDUB vs. BTAL - Volatility Comparison
The current volatility for Aptus International Enhanced Yield ETF (IDUB) is 4.84%, while AGF U.S. Market Neutral Anti-Beta Fund (BTAL) has a volatility of 7.90%. This indicates that IDUB experiences smaller price fluctuations and is considered to be less risky than BTAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDUB | BTAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.84% | 7.90% | -3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 14.62% | 17.92% | -3.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.52% | 23.82% | -7.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.84% | 19.41% | -4.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.82% | 17.48% | -2.66% |
IDUB vs. BTAL - Expense Ratio Comparison
IDUB has a 0.45% expense ratio, which is lower than BTAL's 1.40% expense ratio.
Dividends
IDUB vs. BTAL - Dividend Comparison
IDUB's dividend yield for the trailing twelve months is around 4.59%, more than BTAL's 2.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BTAL AGF U.S. Market Neutral Anti-Beta Fund | 2.97% | 2.49% | 3.49% | 6.14% | 1.01% | 0.00% | 0.00% | 0.88% | 0.39% |
IDUB Aptus International Enhanced Yield ETF | 4.59% | 4.90% | 5.64% | 3.71% | 2.62% | 1.38% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IDUB and BTAL have a correlation of -0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTAL has higher volatility (7.90%) compared to IDUB (4.84%). In terms of maximum drawdown, IDUB dropped -29.20% vs BTAL's -52.70%.
On 5-year performance, IDUB leads with 6.15% vs -4.51% for BTAL. On fees, IDUB is cheaper at 0.45% per year. On volatility, IDUB has been the lower-risk option at 4.84%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IDUB has performed better with a 6.15% return vs -4.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IDUB is cheaper with a 0.45% expense ratio, compared with 1.40% for BTAL.
IDUB has the higher dividend yield at 4.59%, compared with 2.97% for BTAL.
IDUB is categorized as Long-Short, while BTAL is Equity Market Neutral. They also come from different issuers: Aptus and AGF. Their fees differ too: 0.45% for IDUB and 1.40% for BTAL.
IDUB currently has the higher Sharpe Ratio (1.81 vs -1.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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