Compare · 3 funds side by side · dividends reinvested

ABCS, SPY and IVV

ABCSAlpha Blue Capital×SPYSPDR×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

ABCS, SPY and IVV, 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%$13M1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.4

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 · SPY 1993 · IVV 2000

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 · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

ABCSMeasureSPY

+18.3%Year to dateJan 1 → Nov 6+8.7%

+23.5%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

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

1.09%Trailing 12-mo yield$109 · $103 a year on $10k1.03%

−8.8%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.6%

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

5–1ABCS wins

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 SPY: Top 5 Holdings

Today

ABCS

30.0%in top 5

SPY

in top 527.8%

ABCSStockSPY

9.2%VBRnot top 5

9.0%VOEnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.8%VBnot top 5

4.7%VOnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.3%ANTMnot top 5

Held in common3.4%

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

ABCS vs SPY Returns, Every Period

Alpha Blue CapitalABCS

+23.5%

past year

SPYSPDR

+9.7%

past year

ABCSSPYFaded: behind in that period

2–0ABCS wins

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

Stocks vs Core: ABCS vs IVV

YTD

Alpha Blue CapitalABCS

+18.3%

IVViShares

+8.7%

+18.3%Year to date+8.7%

−8.8%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.6%

1.1%Yield1.1%

$13.3MAssets$850B

3–0ABCS wins

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

Cost, Income and Risk

Fees: ABCS, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

ABCS0.42%$42

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

Yields: ABCS, SPY, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

ABCS1.09%$109

SPY1.03%$103

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

ABCS$109 − $42 = $67

KeptFee

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

Overlap: ABCS, SPY, IVV

Today

99.9%most shared, SPY and IVV

ABCSSPYIVV

ABCS—3.4%3.4%

SPY3.4%—99.9%

IVV3.4%99.9%—

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

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVABCS

+8.7%Year to date+18.3%

1.1%Yield1.1%

+9.8%Past year+23.5%

0.03%Fee0.42%

2–1ABCS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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