Compare · 3 funds side by side · dividends reinvested

ABLS, IWM and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

ABLS, IWM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

Abacus FCF Small Cap Leaders ETFUS Stock Styles · Small cap0.59%12.76%+12.5%+11.0%[…][…]−14.9%18.4%$470K2.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$75.4B2.4

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: ABLS 2025 · IWM 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Abacus FCF Small Cap Leaders ETF · $470K[…]

ABLS

IWM

iShares Russell 2000 ETF · $75.4B$12,766

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

ABLSMeasureIWM

+12.5%Year to dateJan 1 → Nov 6+11.9%

+11.0%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,100+19.6%

[…]5 years · per year$10,000 became […] · $12,766+5.0%

0.59%Expense ratio$59 · $19 a year on $10k · lower is better0.19%

12.76%Trailing 12-mo yield$1,276 · $100 a year on $10k1.00%

−14.9%Worst dropSmaller is better−11.1%

18.4%VolatilityLower is calmer18.7%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ABLS vs IWM: Top 5 Holdings

Today

ABLS

25.4%in top 5

IWM

in top 51.8%

ABLSStockIWM

5.6%OSCRnot top 5

5.6%AGXnot top 5

5.0%QLYSnot top 5

4.7%APAMnot top 5

4.6%APPNnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common4.5%

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

ABLS vs IWM Returns, Every Period

AbacusABLS

+11.0%

past year

IWMiShares

+13.0%

past year

ABLSIWMFaded: behind in that period

1–1Level

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

ABLS vs VTV

YTD

AbacusABLS

+12.5%

VTVVanguard

+18.5%

+12.5%Year to date+18.5%

−14.9%Worst drop · 1Y−6.4%

18.4%Volatility · 1Y10.7%

12.8%Yield1.9%

$470KAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: ABLS, IWM, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWM0.19%$19

ABLS0.59%$59

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

Yields: ABLS, IWM, VTV

12.76%highest, ABLS

FundTrailing yieldYield$10k

ABLS12.76%$1,276

VTV1.87%$187

IWM1.00%$100

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

Income After Fees on $10,000

$1,217most kept, ABLS

ABLS$1,276 − $59 = $1,217

VTV$187 − $3 = $184

IWM$100 − $19 = $81

KeptFee

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

Overlap: ABLS, IWM, VTV

Today

4.5%most shared, ABLS and IWM

ABLSIWMVTV

ABLS—4.5%0.0%

IWM4.5%—0.0%

VTV0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

ABLSWorst drop−14.9%18.4% vol

IWMWorst drop−11.1%18.7% vol

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

Paid More vs Made More

YTD

ABLSVTV

+12.5%Year to date+18.5%

12.8%Yield1.9%

+11.0%Past year+22.9%

0.59%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

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