Compare · 3 funds side by side · dividends reinvested

ABCS, SPYM and SPY

ABCSAlpha Blue Capital×SPYMSPDR×SPYSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

ABCS, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.6

Alpha Blue Capital US Small-Mid Cap Dynamic ETFUS Stock Styles · Mid cap0.42%1.08%+19.0%+23.9%[…][…]−8.8%13.0%$13M1.7

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: ABCS 2023 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

ABCS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 3.2% in common

ABCSMeasureSPYM

+19.0%Year to dateJan 1 → Nov 3+11.5%

+23.9%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.42%Expense ratio$42 · $2 a year on $10k · lower is better0.02%

1.08%Trailing 12-mo yield$108 · $103 a year on $10k1.03%

−8.8%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer12.7%

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

4–2ABCS wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ABCS vs SPYM: Top 5 Holdings

Today

ABCS

30.2%in top 5

SPYM

in top 527.4%

ABCSStockSPYM

9.3%VBRnot top 5

9.1%VOEnot top 5

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

4.8%VBnot top 5

4.7%VOnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

2.2%GPNnot top 5

Held in common3.2%

End-of-day Nov 3, 2026 · share of each fund

ABCS vs SPYM Returns, Every Period

Alpha Blue CapitalABCS

+23.9%

past year

SPYMSPDR

+11.9%

past year

ABCSSPYMFaded: behind in that period

2–0ABCS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ABCS vs SPYM

YTD

Alpha Blue CapitalABCS

+19.0%

SPYMSPDR

+11.5%

+19.0%Year to date+11.5%

−8.8%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y12.7%

1.1%Yield1.0%

$13.3MAssets$185B

3–1ABCS wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ABCS, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

ABCS0.42%$42

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ABCS, SPYM, SPY

1.08%highest, ABCS

FundTrailing yieldYield$10k

ABCS1.08%$108

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

ABCS$108 − $42 = $66

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ABCS, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

ABCSSPYMSPY

ABCS—3.2%3.2%

SPYM3.2%—99.9%

SPY3.2%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.9%ABCS, at 13.0% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

ABCSWorst drop−8.8%13.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ABCSSPYM

+19.0%Year to date+11.5%

1.1%Yield1.0%

+23.9%Past year+11.9%

0.42%Fee0.02%

3–1ABCS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026