Compare · 3 funds side by side · dividends reinvested

ABLS, IWM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

ABLS, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.1

Abacus FCF Small Cap Leaders ETFUS Stock Styles · Small cap0.59%12.72%+12.8%+12.1%[…][…]−14.9%18.2%$460K2.2

Rank among the three1st → 3rdFee, 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: ABLS 2025 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Abacus FCF Small Cap Leaders ETF · $460K[…]

ABLS

IWM

iShares Russell 2000 ETF · $77.4B$13,509

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

ABLSMeasureIWM

+12.8%Year to dateJan 1 → Nov 4+16.2%

+12.1%1 yearTotal return+16.9%

[…]3 years · per year$10,000 became […] · $18,002+21.6%

[…]5 years · per year$10,000 became […] · $13,509+6.2%

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

12.72%Trailing 12-mo yield$1,272 · $96 a year on $10k0.96%

−14.9%Worst dropSmaller is better−11.1%

18.2%VolatilityLower is calmer18.2%

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

1–4IWM wins

End-of-day Nov 4, 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

26.9%in top 5

IWM

in top 51.9%

ABLSStockIWM

7.4%AGXnot top 5

5.5%OSCRnot top 5

5.3%QLYSnot top 5

4.5%APAMnot top 5

4.2%HCSGnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common4.4%

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

ABLS vs IWM Returns, Every Period

AbacusABLS

+12.1%

past year

IWMiShares

+16.9%

past year

ABLSIWMFaded: behind in that period

0–2IWM wins

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

ABLS vs IWM

YTD

AbacusABLS

+12.8%

IWMiShares

+16.2%

+12.8%Year to date+16.2%

−14.9%Worst drop · 1Y−11.1%

18.2%Volatility · 1Y18.2%

12.7%Yield1.0%

$460KAssets$77.4B

2–1IWM wins

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

Cost, Income and Risk

Fees: ABLS, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

ABLS0.59%$59

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

Yields: ABLS, IWM, VUG

12.72%highest, ABLS

FundTrailing yieldYield$10k

ABLS12.72%$1,272

IWM0.96%$96

VUG0.40%$40

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

Income After Fees on $10,000

$1,213most kept, ABLS

ABLS$1,272 − $59 = $1,213

IWM$96 − $19 = $77

VUG$40 − $3 = $37

KeptFee

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

Overlap: ABLS, IWM, VUG

Today

4.4%most shared, ABLS and IWM

ABLSIWMVUG

ABLS—4.4%0.0%

IWM4.4%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.9%IWM, at 18.2% volatility

IWMWorst drop−11.1%18.2% vol

VUGWorst drop−16.1%18.2% vol

ABLSWorst drop−14.9%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ABLSIWM

+12.8%Year to date+16.2%

12.7%Yield1.0%

+12.1%Past year+16.9%

0.59%Fee0.19%

3–1IWM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026