Compare · 3 funds side by side · dividends reinvested

ABLS, VO and VUG

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

02 / 04

ABLS, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.5

Abacus FCF Small Cap Leaders ETFUS Stock Styles · Small cap0.59%12.76%+12.5%+11.0%[…][…]−14.9%18.4%$470K1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ABLS

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ABLSMeasureVO

+12.5%Year to dateJan 1 → Nov 6+10.6%

+11.0%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $16,701+18.6%

[…]5 years · per year$10,000 became […] · $13,590+6.3%

0.59%Expense ratio$59 · $3 a year on $10k · lower is better0.03%

12.76%Trailing 12-mo yield$1,276 · $139 a year on $10k1.39%

−14.9%Worst dropSmaller is better−8.2%

18.4%VolatilityLower is calmer12.9%

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

2–4VO 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 VO: Top 5 Holdings

Today

ABLS

25.4%in top 5

in top 55.3%

ABLSStockVO

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 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

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

ABLS vs VO Returns, Every Period

AbacusABLS

+11.0%

past year

VOVanguard

+11.6%

past year

ABLSVOFaded: behind in that period

1–1Level

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

ABLS vs VO

YTD

AbacusABLS

+12.5%

VOVanguard

+10.6%

+12.5%Year to date+10.6%

−14.9%Worst drop · 1Y−8.2%

18.4%Volatility · 1Y12.9%

12.8%Yield1.4%

$470KAssets$103B

2–2level

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

Cost, Income and Risk

Fees: ABLS, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

ABLS0.59%$59

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

Yields: ABLS, VO, VUG

12.76%highest, ABLS

FundTrailing yieldYield$10k

ABLS12.76%$1,276

VO1.39%$139

VUG0.42%$42

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

VO$139 − $3 = $136

VUG$42 − $3 = $39

KeptFee

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

Overlap: ABLS, VO, VUG

Today

10.2%most shared, VO and VUG

ABLSVOVUG

ABLS—0.0%0.0%

VO0.0%—10.2%

VUG0.0%10.2%—

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

Return vs Bumpiness: 3 ETFs

+11.6%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

ABLSWorst drop−14.9%18.4% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

ABLSVO

+12.5%Year to date+10.6%

12.8%Yield1.4%

+11.0%Past year+11.6%

0.59%Fee0.03%

2–2level

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