Compare · 2 funds side by side · dividends reinvested

ABCS and MDY

ABCSAlpha Blue Capital×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,436MDY · best of the two

02 / 04

ABCS and MDY, 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%$13M1.2

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.03%+13.6%+16.0%+18.0%+7.6%−8.8%14.9%$26.1B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: ABCS 2023 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

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

ABCS

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,436

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

ABCSMeasureMDY

+21.8%Year to dateJan 1 → Nov 4+13.6%

+27.4%1 yearTotal return+16.0%

[…]3 years · per year$10,000 became […] · $16,442+18.0%

[…]5 years · per year$10,000 became […] · $14,436+7.6%

0.42%Expense ratio$42 · $23 a year on $10k · lower is better0.23%

1.06%Trailing 12-mo yield$106 · $103 a year on $10k1.03%

−8.8%Worst dropSmaller is better−8.8%

13.2%VolatilityLower is calmer14.9%

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

4–1ABCS 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 MDY: Top 5 Holdings

Today

ABCS

30.2%in top 5

MDY

in top 53.8%

ABCSStockMDY

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 5OKTA0.9%

not top 5FTI0.8%

not top 5CASH_USD0.7%

not top 5UTHR0.7%

not top 5ATI0.7%

Held in common8.5%

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

ABCS vs MDY Returns, Every Period

Alpha Blue CapitalABCS

+27.4%

past year

MDYSPDR

+16.0%

past year

ABCSMDYFaded: behind in that period

2–0ABCS wins

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

ABCS vs MDY

YTD

Alpha Blue CapitalABCS

+21.8%

MDYSPDR

+13.6%

+21.8%Year to date+13.6%

−8.8%Worst drop · 1Y−8.8%

13.2%Volatility · 1Y14.9%

1.1%Yield1.0%

$13.3MAssets$26.1B

3–0ABCS wins

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

Cost, Income and Risk

Fees: ABCS, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

ABCS0.42%$42

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

Yields: ABCS, MDY

1.06%highest, ABCS

FundTrailing yieldYield$10k

ABCS1.06%$106

MDY1.03%$103

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

Income After Fees on $10,000

$80most kept, MDY

MDY$103 − $23 = $80

ABCS$106 − $42 = $64

KeptFee

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

Overlap: ABCS, MDY

Today

8.5%most shared, ABCS and MDY

ABCSMDY

ABCS—8.5%

MDY8.5%—

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

MDYWorst drop−8.8%14.9% vol

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

Paid More vs Made More

YTD

ABCSMDY

+21.8%Year to date+13.6%

1.1%Yield1.0%

+27.4%Past year+16.0%

0.42%Fee0.23%

3–1ABCS 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