ABCS vs IWR

AABCS

BIWR

Measures won1–3IWR wins · of 6 · 5Y

$10,000 · 5Y$14,596IWR

Lowest cost0.18%IWR · $18 on $10k

Most income1.14%IWR · $114 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common10.3%ABCS and IWR

ABCS

IWR

Alpha Blue Capital US Small-Mid Cap Dynamic ETF · $13MiShares Russell Mid-Cap ETF · $58.2B

[…]3 years · per year[…] · $17,790+21.2%

[…]5 years · per year[…] · $14,596+7.9%

0.42%Expense ratio$42 · $18 on $10k · lower wins0.18%

1.06%12-mo yield$106 · $114 on $10k1.14%

−8.8%Worst dropSmaller wins−8.2%

13.2%VolatilityLower wins13.4%

1–3IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsABCS · IWR

1.6%HPE0.5%

1.1%DAL0.4%

1.0%PYPL0.4%

0.6%STT0.3%

Held in common10.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B
2	AABCS	Alpha Blue Capital US Small-Mid Cap Dynamic ETFRead Desk		0.42%	1.06%	+2.4%	+21.8%	+27.4%	new	new	−8.8%	$13M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.2B
2	AABCS	Alpha Blue Capital US Small-Mid Cap Dynamic ETFRead Desk		0.42%	1.06%	+2.4%	+21.8%	+27.4%	new	new	−8.8%	$13M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ABCS vs IWR

ABCS

Alpha Blue Capital US Small-Mid Cap Dynamic

[…]

IWR

iShares Russell Mid-Cap

$14,596

MeasureABCSIWR

Fee0.42%0.18%

Cost on $10k a year$42$18

Yield1.06%1.14%

5 years, per year[…]+7.9%

3 years, per year[…]+21.2%

Worst drop · 1Y−8.8%−8.2%

Volatility · 1Y13.2%13.4%

2–1measures won
IWR first

10.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ABCS, IWR

Today

10.3%most shared, ABCS and IWR

ABCSIWR

ABCS—10.3%

IWR10.3%—

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

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

ABCS$106 − $42 = $64

KeptFee

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