Compare · 3 funds side by side · dividends reinvested

ABCS, VOO and IVV

ABCSAlpha Blue Capital×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

ABCS, VOO 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%1.08%+19.0%+25.1%[…][…]−8.8%13.4%$13M1.7

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: ABCS 2023 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ABCS

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

ABCSMeasureVOO

+19.0%Year to dateJan 1 → Nov 5+8.4%

+25.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

0.42%Expense ratio$42 · $3 a year on $10k · lower is better0.03%

1.08%Trailing 12-mo yield$108 · $110 a year on $10k1.10%

−8.8%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.5%

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

4–2ABCS wins

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

More Ways to See the Pairs

ABCS vs VOO: Top 5 Holdings

Today

ABCS

30.0%in top 5

VOO

in top 528.3%

ABCSStockVOO

9.2%VBRnot top 5

9.0%VOEnot top 5

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

4.8%VBnot top 5

4.7%VOnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.2%ANTMnot top 5

Held in common3.0%

End-of-day Nov 5, 2026 · share of each fund

ABCS vs VOO Returns, Every Period

Alpha Blue CapitalABCS

+25.1%

past year

VOOVanguard

+9.8%

past year

ABCSVOOFaded: behind in that period

2–0ABCS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ABCS vs IVV

YTD

Alpha Blue CapitalABCS

+19.0%

IVViShares

+8.4%

+19.0%Year to date+8.4%

−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 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ABCS, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

ABCS0.42%$42

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ABCS, VOO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

ABCS1.08%$108

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

ABCS$108 − $42 = $66

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ABCS, VOO, IVV

Today

93.5%most shared, VOO and IVV

ABCSVOOIVV

ABCS—3.0%3.3%

VOO3.0%—93.5%

IVV3.3%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.1%ABCS, at 13.4% volatility

ABCSWorst drop−8.8%13.4% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVABCS

+8.4%Year to date+19.0%

1.1%Yield1.1%

+9.7%Past year+25.1%

0.03%Fee0.42%

2–1ABCS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026