Compare · 3 funds side by side · dividends reinvested

ABLS, VBK and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,830IJH · best of the three

02 / 04

ABLS, VBK and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.4

Abacus FCF Small Cap Leaders ETFUS Stock Styles · Small cap0.59%12.76%+12.5%+11.0%[…][…]−14.9%18.4%$470K2.0

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.44%+6.3%+6.9%+17.7%+2.2%−13.6%21.1%$22.8B2.3

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 · VBK 2004 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ABLS

VBK

Vanguard Morningstar Small-Cap Growth ETF · $22.8B$11,151

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

ABLSMeasureVBK

+12.5%Year to dateJan 1 → Nov 6+6.3%

+11.0%1 yearTotal return+6.9%

[…]3 years · per year$10,000 became […] · $16,320+17.7%

[…]5 years · per year$10,000 became […] · $11,151+2.2%

0.59%Expense ratio$59 · $5 a year on $10k · lower is better0.05%

12.76%Trailing 12-mo yield$1,276 · $44 a year on $10k0.44%

−14.9%Worst dropSmaller is better−13.6%

18.4%VolatilityLower is calmer21.1%

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

4–2ABLS wins

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 VBK: Top 5 Holdings

Today

ABLS

25.4%in top 5

VBK

in top 56.4%

ABLSStockVBK

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 5NTRA1.6%

not top 5TWLO1.3%

not top 5RVMD1.2%

not top 5ILMN1.2%

not top 5P1.2%

Held in common1.8%

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

ABLS vs VBK Returns, Every Period

AbacusABLS

+11.0%

past year

VBKVanguard

+6.9%

past year

ABLSVBKFaded: behind in that period

2–0ABLS wins

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

ABLS vs IJH

YTD

AbacusABLS

+12.5%

IJHiShares

+9.5%

+12.5%Year to date+9.5%

−14.9%Worst drop · 1Y−8.8%

18.4%Volatility · 1Y15.5%

12.8%Yield1.3%

$470KAssets$121B

2–2level

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

Cost, Income and Risk

Fees: ABLS, VBK, IJH

Today

0.05%lowest, VBK

FundExpense ratioFee$10k

VBK0.05%$5

IJH0.05%$5

ABLS0.59%$59

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

Yields: ABLS, VBK, IJH

12.76%highest, ABLS

FundTrailing yieldYield$10k

ABLS12.76%$1,276

IJH1.26%$126

VBK0.44%$44

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

IJH$126 − $5 = $121

VBK$44 − $5 = $39

KeptFee

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

Overlap: ABLS, VBK, IJH

Today

38.8%most shared, VBK and IJH

ABLSVBKIJH

ABLS—1.8%0.5%

VBK1.8%—38.8%

IJH0.5%38.8%—

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

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

IJHWorst drop−8.8%15.5% vol

ABLSWorst drop−14.9%18.4% vol

VBKWorst drop−13.6%21.1% vol

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

Paid More vs Made More

YTD

ABLSIJH

+12.5%Year to date+9.5%

12.8%Yield1.3%

+11.0%Past year+12.9%

0.59%Fee0.05%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026