from24/7 Wall St.
1 week agoAre Anti-Beta ETFs Like BTAL Worth Owning In 2026?
When high-beta stocks stumble and markets turn volatile, AGFiQ U.S. Market Neutral Anti-Beta Fund (NYSEARCA:BTAL) is designed to deliver. The fund goes long low-beta stocks and short high-beta stocks, betting that defensive names will outperform momentum favorites when risk appetite fades. It's portfolio insurance with a 1.40% price tag. The problem? 2025 was the opposite of a defensive year. BTAL lost 22.8% while the S&P 500 gained 17.2%, a 40-percentage-point gap that highlights the fund's core limitation: it only works when markets cooperate.
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