ABCS vs SPY

AABCS

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.06%ABCS · $106 on $10k

Smallest drop−8.8%ABCS · worst fall in 1Y

Held in common3.3%ABCS and SPY

ABCS

SPY

Alpha Blue Capital US Small-Mid Cap Dynamic ETF · $13MState Street SPDR S&P 500 ETF · $798B

[…]3 years · per year[…] · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.42%Expense ratio$42 · $9 on $10k · lower wins0.09%

1.06%12-mo yield$106 · $99 on $10k0.99%

−8.8%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins12.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsABCS · SPY

0.9%CVS0.2%

0.8%BKNG0.2%

0.3%MCK0.2%

1.1%ADBE0.1%

Held in common3.3%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
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 SPY

ABCS

Alpha Blue Capital US Small-Mid Cap Dynamic

[…]

SPY

SPDR S&P 500

$18,060

MeasureABCSSPY

Fee0.42%0.09%

Cost on $10k a year$42$9

Yield1.06%0.99%

5 years, per year[…]+12.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y13.2%12.9%

2–2measures won
level

3.3%

holdings shared

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

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

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

Overlap: ABCS, SPY

Today

3.3%most shared, ABCS and SPY

ABCSSPY

ABCS—3.3%

SPY3.3%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

ABCS$106 − $42 = $64

KeptFee

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