Compare · 2 funds side by side · dividends reinvested

ABCS and IWF

ABCSAlpha Blue Capital×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

ABCS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Blue Capital US Small-Mid Cap Dynamic ETFUS Stock Styles · Mid cap0.42%1.08%+19.0%+25.1%[…][…]−8.8%13.4%$14M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: ABCS 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Blue Capital US Small-Mid Cap Dynamic ETF · $14M[…]

ABCS

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

ABCSMeasureIWF

+19.0%Year to dateJan 1 → Nov 5−6.5%

+25.1%1 yearTotal return−7.6%

[…]3 years · per year$10,000 became […] · $17,073+19.5%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

0.42%Expense ratio$42 · $18 a year on $10k · lower is better0.18%

1.08%Trailing 12-mo yield$108 · $39 a year on $10k0.39%

−8.8%Worst dropSmaller is better−14.6%

13.4%VolatilityLower is calmer19.3%

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

5–1ABCS wins

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

More Ways to See the Pairs

ABCS vs IWF: Top 5 Holdings

Today

ABCS

30.0%in top 5

IWF

in top 539.6%

ABCSStockIWF

not top 5NVDA14.6%

9.2%VBRnot top 5

9.0%VOEnot top 5

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

4.8%VBnot top 5

not top 5AVGO4.7%

4.7%VOnot top 5

2.2%ANTMnot top 5

Held in common1.6%

End-of-day Nov 5, 2026 · share of each fund

ABCS vs IWF Returns, Every Period

Alpha Blue CapitalABCS

+25.1%

past year

IWFiShares

−7.6%

past year

ABCSIWFFaded: behind in that period

2–0ABCS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ABCS vs IWF

YTD

Alpha Blue CapitalABCS

+19.0%

IWFiShares

−6.5%

+19.0%Year to date−6.5%

−8.8%Worst drop · 1Y−14.6%

13.4%Volatility · 1Y19.3%

1.1%Yield0.4%

$13.6MAssets$121B

4–0ABCS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ABCS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

ABCS0.42%$42

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ABCS, IWF

1.08%highest, ABCS

FundTrailing yieldYield$10k

ABCS1.08%$108

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, ABCS

ABCS$108 − $42 = $66

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ABCS, IWF

Today

1.6%most shared, ABCS and IWF

ABCSIWF

ABCS—1.6%

IWF1.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.1%ABCS, at 13.4% volatility

ABCSWorst drop−8.8%13.4% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ABCSIWF

+19.0%Year to date−6.5%

1.1%Yield0.4%

+25.1%Past year−7.6%

0.42%Fee0.18%

3–1ABCS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026