ABCS vs VTV

AABCS

BVTV

Measures won0–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common6.1%ABCS and VTV

ABCS

VTV

Alpha Blue Capital US Small-Mid Cap Dynamic ETF · $13MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $17,687+20.9%

[…]5 years · per year[…] · $17,585+12.0%

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

1.09%12-mo yield$109 · $187 on $10k1.87%

−8.8%Worst dropSmaller wins−6.4%

13.4%VolatilityLower wins10.7%

0–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsABCS · VTV

0.8%CVS0.4%

0.4%MCK0.4%

1.1%ADBE0.4%

1.3%USB0.3%

Held in common6.1%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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 VTV

ABCS

Alpha Blue Capital US Small-Mid Cap Dynamic

[…]

VTV

Vanguard Morningstar Value

$17,585

MeasureABCSVTV

Fee0.42%0.03%

Cost on $10k a year$42$3

Yield1.09%1.87%

5 years, per year[…]+12.0%

3 years, per year[…]+20.9%

Worst drop · 1Y−8.8%−6.4%

Volatility · 1Y13.4%10.7%

4–0measures won
VTV first

6.1%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ABCS, VTV

Today

6.1%most shared, ABCS and VTV

ABCSVTV

ABCS—6.1%

VTV6.1%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

ABCS$109 − $42 = $67

KeptFee

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