Compare · 2 funds side by side · dividends reinvested

ABCS and SPY

ABCSAlpha Blue Capital×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

ABCS and SPY, 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

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.5

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

ABCS

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

ABCSMeasureSPY

+21.8%Year to dateJan 1 → Nov 4+13.3%

+27.4%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.42%Expense ratio$42 · $9 a year on $10k · lower is better0.09%

1.06%Trailing 12-mo yield$106 · $99 a year on $10k0.99%

−8.8%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer12.9%

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

4–2ABCS 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 SPY: Top 5 Holdings

Today

ABCS

30.2%in top 5

SPY

in top 527.3%

ABCSStockSPY

9.3%VBRnot top 5

9.1%VOEnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.0%VBnot top 5

4.7%VOnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

2.2%GPNnot top 5

Held in common3.3%

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

ABCS vs SPY Returns, Every Period

Alpha Blue CapitalABCS

+27.4%

past year

SPYSPDR

+13.4%

past year

ABCSSPYFaded: behind in that period

2–0ABCS wins

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

Stocks vs Core: ABCS vs SPY

YTD

Alpha Blue CapitalABCS

+21.8%

SPYSPDR

+13.3%

+21.8%Year to date+13.3%

−8.8%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y12.9%

1.1%Yield1.0%

$13.3MAssets$798B

3–1ABCS wins

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

Cost, Income and Risk

Fees: ABCS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

ABCS0.42%$42

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

Yields: ABCS, SPY

1.06%highest, ABCS

FundTrailing yieldYield$10k

ABCS1.06%$106

SPY0.99%$99

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

ABCS$106 − $42 = $64

KeptFee

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

Overlap: ABCS, SPY

Today

3.3%most shared, ABCS and SPY

ABCSSPY

ABCS—3.3%

SPY3.3%—

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

SPYWorst drop−8.9%12.9% vol

ABCSWorst drop−8.8%13.2% vol

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

Paid More vs Made More

YTD

ABCSSPY

+21.8%Year to date+13.3%

1.1%Yield1.0%

+27.4%Past year+13.4%

0.42%Fee0.09%

3–1ABCS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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