Compare · 3 funds side by side · dividends reinvested

ABCS, VUG and IWF

ABCSAlpha Blue Capital×VUGVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

ABCS, VUG and IWF, 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%$13M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.5

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ABCS

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

ABCSMeasureVUG

+18.3%Year to dateJan 1 → Nov 6+1.4%

+23.5%1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

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

1.09%Trailing 12-mo yield$109 · $42 a year on $10k0.42%

−8.8%Worst dropSmaller is better−15.1%

13.4%VolatilityLower is calmer19.0%

ABCSVUG 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 VUG: Top 5 Holdings

Today

ABCS

30.0%in top 5

VUG

in top 545.2%

ABCSStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

9.2%VBRnot top 5

9.0%VOEnot top 5

not top 5GOOGL5.2%

4.8%VBnot top 5

4.7%VOnot top 5

not top 5AVGO4.3%

2.3%ANTMnot top 5

Held in common0.6%

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

ABCS vs VUG Returns, Every Period

Alpha Blue CapitalABCS

+23.5%

past year

VUGVanguard

+0.2%

past year

ABCSVUGFaded: behind in that period

2–0ABCS wins

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

ABCS vs VUG

YTD

Alpha Blue CapitalABCS

+18.3%

VUGVanguard

+1.4%

+18.3%Year to date+1.4%

−8.8%Worst drop · 1Y−15.1%

13.4%Volatility · 1Y19.0%

1.1%Yield0.4%

$13.3MAssets$233B

4–0ABCS wins

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

Cost, Income and Risk

Fees: ABCS, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

ABCS0.42%$42

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

Yields: ABCS, VUG, IWF

1.09%highest, ABCS

FundTrailing yieldYield$10k

ABCS1.09%$109

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$67most kept, ABCS

ABCS$109 − $42 = $67

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: ABCS, VUG, IWF

Today

78.0%most shared, VUG and IWF

ABCSVUGIWF

ABCS—0.6%1.6%

VUG0.6%—78.0%

IWF1.6%78.0%—

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

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

ABCSVUG

+18.3%Year to date+1.4%

1.1%Yield0.4%

+23.5%Past year+0.2%

0.42%Fee0.03%

3–1ABCS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026