ABCS vs VO

AABCS

BVO

Measures won0–4VO wins · of 6 · 5Y

$10,000 · 5Y$14,290VO

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

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

Held in common10.5%ABCS and VO

ABCS

Alpha Blue Capital US Small-Mid Cap Dynamic ETF · $14MVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $17,578+20.7%

[…]5 years · per year[…] · $14,290+7.4%

0.42%Expense ratio$42 · $3 on $10k · lower wins0.03%

1.06%12-mo yield$106 · $134 on $10k1.34%

−8.8%Worst dropSmaller wins−8.2%

13.2%VolatilityLower wins12.4%

0–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsABCS · VO

1.6%HPE0.8%

0.8%AEP0.6%

0.8%AON0.6%

0.5%AJG0.6%

Held in common10.5%

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
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%	$14M

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
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%	$14M

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 VO

ABCS

Alpha Blue Capital US Small-Mid Cap Dynamic

[…]

Vanguard Morningstar Mid-Cap

$14,290

MeasureABCSVO

Fee0.42%0.03%

Cost on $10k a year$42$3

Yield1.06%1.34%

5 years, per year[…]+7.4%

3 years, per year[…]+20.7%

Worst drop · 1Y−8.8%−8.2%

Volatility · 1Y13.2%12.4%

4–0measures won
VO first

10.5%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ABCS, VO

Today

10.5%most shared, ABCS and VO

ABCSVO

ABCS—10.5%

VO10.5%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

ABCS$106 − $42 = $64

KeptFee

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