Compare · 2 funds side by side · dividends reinvested

ABCS and IJH

ABCSAlpha Blue Capital×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,620IJH · best of the two

02 / 04

ABCS and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Blue Capital US Small-Mid Cap Dynamic ETFUS Stock Styles · Mid cap0.42%1.06%+21.8%+27.4%[…][…]−8.8%13.2%$13M1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ABCS 2023 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Blue Capital US Small-Mid Cap Dynamic ETF · $13M[…]

ABCS

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,620

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

ABCSMeasureIJH

+21.8%Year to dateJan 1 → Nov 4+13.9%

+27.4%1 yearTotal return+16.4%

[…]3 years · per year$10,000 became […] · $16,594+18.4%

[…]5 years · per year$10,000 became […] · $14,620+7.9%

0.42%Expense ratio$42 · $5 a year on $10k · lower is better0.05%

1.06%Trailing 12-mo yield$106 · $121 a year on $10k1.21%

−8.8%Worst dropSmaller is better−8.8%

13.2%VolatilityLower is calmer15.0%

ABCSIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

3–2ABCS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ABCS vs IJH: Top 5 Holdings

Today

ABCS

30.2%in top 5

IJH

in top 53.6%

ABCSStockIJH

9.3%VBRnot top 5

9.1%VOEnot top 5

5.0%VBnot top 5

4.7%VOnot top 5

2.2%GPNnot top 5

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ATI0.7%

not top 5ENTG0.7%

not top 5RS0.7%

Held in common8.5%

End-of-day Nov 4, 2026 · share of each fund

ABCS vs IJH Returns, Every Period

Alpha Blue CapitalABCS

+27.4%

past year

IJHiShares

+16.4%

past year

ABCSIJHFaded: behind in that period

2–0ABCS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ABCS vs IJH

YTD

Alpha Blue CapitalABCS

+21.8%

IJHiShares

+13.9%

+21.8%Year to date+13.9%

−8.8%Worst drop · 1Y−8.8%

13.2%Volatility · 1Y15.0%

1.1%Yield1.2%

$13.3MAssets$125B

2–1ABCS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ABCS, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

ABCS0.42%$42

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ABCS, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

ABCS1.06%$106

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

ABCS$106 − $42 = $64

KeptFee

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

Overlap: ABCS, IJH

Today

8.5%most shared, ABCS and IJH

ABCSIJH

ABCS—8.5%

IJH8.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.4%ABCS, at 13.2% volatility

ABCSWorst drop−8.8%13.2% vol

IJHWorst drop−8.8%15.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IJHABCS

+13.9%Year to date+21.8%

1.2%Yield1.1%

+16.4%Past year+27.4%

0.05%Fee0.42%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026