ABCS vs VUG

AABCS

BVUG

Measures won3–1ABCS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.08%ABCS · $108 on $10k

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

Held in common0.6%ABCS and VUG

ABCS

VUG

Alpha Blue Capital US Small-Mid Cap Dynamic ETF · $14MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

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

1.08%12-mo yield$108 · $43 on $10k0.43%

−8.8%Worst dropSmaller wins−15.1%

13.4%VolatilityLower wins19.0%

3–1ABCS wins

$10,000 · 5 yearsOne scale

Shared top holdingsABCS · VUG

0.9%BKNG0.3%

0.7%ABNB0.2%

1.0%LPLA0.1%

Held in common0.6%

End-of-day Nov 5, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AABCS	Alpha Blue Capital US Small-Mid Cap Dynamic ETFRead Desk		0.42%	1.08%	−2.3%	+19.0%	+25.1%	new	new	−8.8%	$14M

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AABCS	Alpha Blue Capital US Small-Mid Cap Dynamic ETFRead Desk		0.42%	1.08%	−2.3%	+19.0%	+25.1%	new	new	−8.8%	$14M

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

Cards for this view

ABCS vs VUG

ABCS

Alpha Blue Capital US Small-Mid Cap Dynamic

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureABCSVUG

Fee0.42%0.03%

Cost on $10k a year$42$3

Yield1.08%0.43%

5 years, per year[…]+9.9%

3 years, per year[…]+22.8%

Worst drop · 1Y−8.8%−15.1%

Volatility · 1Y13.4%19.0%

3–1measures won
ABCS first

0.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ABCS, VUG

Today

0.6%most shared, ABCS and VUG

ABCSVUG

ABCS—0.6%

VUG0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, ABCS

ABCS$108 − $42 = $66

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee