Compare · 2 funds side by side · dividends reinvested

ABCS and IWR

ABCSAlpha Blue Capital×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,596IWR · best of the two

02 / 04

ABCS and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.4

Alpha Blue Capital US Small-Mid Cap Dynamic ETFUS Stock Styles · Mid cap0.42%1.06%+21.8%+27.4%[…][…]−8.8%13.2%$13M1.5

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 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

ABCS

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

ABCSMeasureIWR

+21.8%Year to dateJan 1 → Nov 4+16.9%

+27.4%1 yearTotal return+18.2%

[…]3 years · per year$10,000 became […] · $17,790+21.2%

[…]5 years · per year$10,000 became […] · $14,596+7.9%

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

1.06%Trailing 12-mo yield$106 · $114 a year on $10k1.14%

−8.8%Worst dropSmaller is better−8.2%

13.2%VolatilityLower is calmer13.4%

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

3–3Level

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 IWR: Top 5 Holdings

Today

ABCS

30.2%in top 5

IWR

in top 53.7%

ABCSStockIWR

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 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

Held in common10.3%

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

ABCS vs IWR Returns, Every Period

Alpha Blue CapitalABCS

+27.4%

past year

IWRiShares

+18.2%

past year

ABCSIWRFaded: behind in that period

2–0ABCS wins

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

ABCS vs IWR

YTD

Alpha Blue CapitalABCS

+21.8%

IWRiShares

+16.9%

+21.8%Year to date+16.9%

−8.8%Worst drop · 1Y−8.2%

13.2%Volatility · 1Y13.4%

1.1%Yield1.1%

$13.3MAssets$58.2B

2–1ABCS wins

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

Cost, Income and Risk

Fees: ABCS, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

ABCS0.42%$42

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

Yields: ABCS, IWR

1.14%highest, IWR

FundTrailing yieldYield$10k

IWR1.14%$114

ABCS1.06%$106

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

ABCS$106 − $42 = $64

KeptFee

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

Overlap: ABCS, IWR

Today

10.3%most shared, ABCS and IWR

ABCSIWR

ABCS—10.3%

IWR10.3%—

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

IWRWorst drop−8.2%13.4% vol

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

Paid More vs Made More

YTD

IWRABCS

+16.9%Year to date+21.8%

1.1%Yield1.1%

+18.2%Past year+27.4%

0.18%Fee0.42%

2–1ABCS wins

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