Compare · 2 funds side by side · dividends reinvested

ABCS and VOE

ABCSAlpha Blue Capital×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,506VOE · best of the two

02 / 04

ABCS and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.82%+22.3%+26.9%+22.2%+10.5%−6.9%11.1%$22.8B1.1

Alpha Blue Capital US Small-Mid Cap Dynamic ETFUS Stock Styles · Mid cap0.42%1.06%+21.8%+27.4%[…][…]−8.8%13.2%$13M1.8

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 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

ABCS

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,506

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

ABCSMeasureVOE

+21.8%Year to dateJan 1 → Nov 4+22.3%

+27.4%1 yearTotal return+26.9%

[…]3 years · per year$10,000 became […] · $18,246+22.2%

[…]5 years · per year$10,000 became […] · $16,506+10.5%

0.42%Expense ratio$42 · $5 a year on $10k · lower is better0.05%

1.06%Trailing 12-mo yield$106 · $182 a year on $10k1.82%

−8.8%Worst dropSmaller is better−6.9%

13.2%VolatilityLower is calmer11.1%

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

1–5VOE 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 VOE: Top 5 Holdings

Today

ABCS

30.2%in top 5

VOE

in top 58.1%

ABCSStockVOE

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 5VLO1.9%

not top 5MPC1.9%

not top 5PSX1.7%

not top 5HPE1.4%

not top 5WBD1.3%

Held in common14.5%

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

ABCS vs VOE Returns, Every Period

Alpha Blue CapitalABCS

+27.4%

past year

VOEVanguard

+26.9%

past year

ABCSVOEFaded: behind in that period

1–1Level

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

ABCS vs VOE

YTD

Alpha Blue CapitalABCS

+21.8%

VOEVanguard

+22.3%

+21.8%Year to date+22.3%

−8.8%Worst drop · 1Y−6.9%

13.2%Volatility · 1Y11.1%

1.1%Yield1.8%

$13.3MAssets$22.8B

4–0VOE wins

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

Cost, Income and Risk

Fees: ABCS, VOE

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

ABCS0.42%$42

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

Yields: ABCS, VOE

1.82%highest, VOE

FundTrailing yieldYield$10k

VOE1.82%$182

ABCS1.06%$106

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

Income After Fees on $10,000

$177most kept, VOE

VOE$182 − $5 = $177

ABCS$106 − $42 = $64

KeptFee

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

Overlap: ABCS, VOE

Today

14.5%most shared, ABCS and VOE

ABCSVOE

ABCS—14.5%

VOE14.5%—

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

VOEWorst drop−6.9%11.1% 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

VOEABCS

+22.3%Year to date+21.8%

1.8%Yield1.1%

+26.9%Past year+27.4%

0.05%Fee0.42%

3–1VOE 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