ABCS vs SPY

AABCS

BSPY

Measures won3–1ABCS wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common3.4%ABCS and SPY

ABCS

SPY

Alpha Blue Capital US Small-Mid Cap Dynamic ETF · $13MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

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

1.09%12-mo yield$109 · $103 on $10k1.03%

−8.8%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

3–1ABCS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsABCS · SPY

0.9%BKNG0.2%

0.4%MCK0.2%

0.8%CVS0.2%

1.1%ADBE0.2%

Held in common3.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AABCS	Alpha Blue Capital US Small-Mid Cap Dynamic ETFRead Desk	0.42%	1.09%	−0.6%	+18.3%	+23.5%	new	new	−8.8%	$13M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AABCS	Alpha Blue Capital US Small-Mid Cap Dynamic ETFRead Desk	0.42%	1.09%	−0.6%	+18.3%	+23.5%	new	new	−8.8%	$13M

End-of-day Nov 6, 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

$17,118

MeasureABCSSPY

Fee0.42%0.09%

Cost on $10k a year$42$9

Yield1.09%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y13.4%13.6%

3–1measures won
ABCS first

3.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: ABCS, SPY, VOO

Today

92.2%most shared, SPY and VOO

ABCSSPYVOO

ABCS—3.4%3.0%

SPY3.4%—92.2%

VOO3.0%92.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

ABCS$109 − $42 = $67

KeptFee

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