Compare · 3 funds side by side · dividends reinvested

ABCS, IWR and VUG

ABCSAlpha Blue Capital×IWRiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

ABCS, IWR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Blue Capital US Small-Mid Cap Dynamic ETFUS Stock Styles · Mid cap0.42%1.09%+18.3%+23.5%[…][…]−8.8%13.4%$13M1.7

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.18%+12.9%+14.7%+19.2%+6.8%−8.2%13.8%$56.8B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ABCS 2023 · IWR 2001 · VUG 2004

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 · $56.8B$13,924

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

ABCSMeasureIWR

+18.3%Year to dateJan 1 → Nov 6+12.9%

+23.5%1 yearTotal return+14.7%

[…]3 years · per year$10,000 became […] · $16,955+19.2%

[…]5 years · per year$10,000 became […] · $13,924+6.8%

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

1.09%Trailing 12-mo yield$109 · $118 a year on $10k1.18%

−8.8%Worst dropSmaller is better−8.2%

13.4%VolatilityLower is calmer13.8%

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

3–3Level

End-of-day Nov 6, 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

30.0%in top 5

IWR

in top 53.5%

ABCSStockIWR

9.2%VBRnot top 5

9.0%VOEnot top 5

4.8%VBnot top 5

4.7%VOnot top 5

2.3%ANTMnot top 5

not top 5MPC0.8%

not top 5PSX0.7%

not top 5SNOW0.7%

not top 5MRNA0.7%

not top 5RCL0.6%

Held in common10.6%

End-of-day Nov 6, 2026 · share of each fund

ABCS vs IWR Returns, Every Period

Alpha Blue CapitalABCS

+23.5%

past year

IWRiShares

+14.7%

past year

ABCSIWRFaded: behind in that period

2–0ABCS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ABCS vs IWR

YTD

Alpha Blue CapitalABCS

+18.3%

IWRiShares

+12.9%

+18.3%Year to date+12.9%

−8.8%Worst drop · 1Y−8.2%

13.4%Volatility · 1Y13.8%

1.1%Yield1.2%

$13.3MAssets$56.8B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ABCS, IWR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWR0.18%$18

ABCS0.42%$42

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ABCS, IWR, VUG

1.18%highest, IWR

FundTrailing yieldYield$10k

IWR1.18%$118

ABCS1.09%$109

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

ABCS$109 − $42 = $67

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ABCS, IWR, VUG

Today

10.6%most shared, ABCS and IWR

ABCSIWRVUG

ABCS—10.6%0.6%

IWR10.6%—7.0%

VUG0.6%7.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.5%ABCS, at 13.4% volatility

ABCSWorst drop−8.8%13.4% vol

IWRWorst drop−8.2%13.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWRABCS

+12.9%Year to date+18.3%

1.2%Yield1.1%

+14.7%Past year+23.5%

0.18%Fee0.42%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026