ABCS vs VUG

AABCS

BVUG

Measures won3–1ABCS wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income1.09%ABCS · $109 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 · $13MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

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

1.09%12-mo yield$109 · $42 on $10k0.42%

−8.8%Worst dropSmaller wins−15.1%

13.4%VolatilityLower wins19.0%

3–1ABCS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsABCS · VUG

0.9%BKNG0.3%

0.8%ABNB0.2%

1.0%LPLA0.1%

Held in common0.6%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
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 VUG

ABCS

Alpha Blue Capital US Small-Mid Cap Dynamic

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureABCSVUG

Fee0.42%0.03%

Cost on $10k a year$42$3

Yield1.09%0.42%

5 years, per year[…]+10.0%

3 years, per year[…]+22.6%

Worst drop · 1Y−8.8%−15.1%

Volatility · 1Y13.4%19.0%

3–1measures won
ABCS first

0.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ABCS, VUG, IWF

Today

78.0%most shared, VUG and IWF

ABCSVUGIWF

ABCS—0.6%1.6%

VUG0.6%—78.0%

IWF1.6%78.0%—

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

Income After Fees on $10,000

$67most kept, ABCS

ABCS$109 − $42 = $67

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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