ABLS vs VBK

AABLS

BVBK

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,620IJH · VBK $11,893

Lowest cost0.05%VBK · $5 on $10k

Most income12.72%ABLS · $1,272 on $10k

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

Held in common1.8%ABLS and VBK

ABLS

VBK

Abacus FCF Small Cap Leaders ETF · $0MVanguard Morningstar Small-Cap Growth ETF · $22.8B

[…]3 years · per year[…] · $17,239+19.9%

[…]5 years · per year[…] · $11,893+3.5%

0.59%Expense ratio$59 · $5 on $10k · lower wins0.05%

12.72%12-mo yield$1,272 · $42 on $10k0.42%

−14.9%Worst dropSmaller wins−11.4%

18.2%VolatilityLower wins20.5%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsABLS · VBK

5.5%OSCR0.2%

5.3%QLYS0.2%

7.4%AGX0.1%

1.4%BOX0.1%

Held in common1.8%

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

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
2	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B
3	AABLS	Abacus FCF Small Cap Leaders ETFRead Desk	0.59%	12.72%	0.0%	+12.8%	+12.1%	new	new	−14.9%	$460K

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
2	BVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.42%	+0.5%	+10.9%	+10.8%	+19.9%	+3.5%	−11.4%	$22.8B
3	AABLS	Abacus FCF Small Cap Leaders ETFRead Desk	0.59%	12.72%	0.0%	+12.8%	+12.1%	new	new	−14.9%	$460K

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

ABLS vs VBK

ABLS

Abacus FCF Small Cap Leaders

[…]

VBK

Vanguard Morningstar Small-Cap Growth

$11,893

MeasureABLSVBK

Fee0.59%0.05%

Cost on $10k a year$59$5

Yield12.72%0.42%

5 years, per year[…]+3.5%

3 years, per year[…]+19.9%

Worst drop · 1Y−14.9%−11.4%

Volatility · 1Y18.2%20.5%

2–2measures won
level

1.8%

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: ABLS, VBK, IJH

Today

40.4%most shared, VBK and IJH

ABLSVBKIJH

ABLS—1.8%0.5%

VBK1.8%—40.4%

IJH0.5%40.4%—

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

Income After Fees on $10,000

$1,213most kept, ABLS

ABLS$1,272 − $59 = $1,213

IJH$121 − $5 = $116

VBK$42 − $5 = $37

KeptFee

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