VB vs ABLS

AVB

BABLS

Measures won3–1VB wins · of 6 · 5Y

$10,000 · 5Y$14,049IJH · VB $13,532

Lowest cost0.03%VB · $3 on $10k

Most income12.69%ABLS · $1,269 on $10k

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

Held in common1.1%VB and ABLS

ABLS

Vanguard Morningstar Small-Cap ETF · $76.9BAbacus FCF Small Cap Leaders ETF · $0M

+18.8%3 years · per year$16,782 · […][…]

+6.2%5 years · per year$13,532 · […][…]

0.03%Expense ratio$3 · $59 on $10k · lower wins0.59%

1.24%12-mo yield$124 · $1,269 on $10k12.69%

−9.0%Worst dropSmaller wins−14.9%

16.4%VolatilityLower wins18.7%

3–1VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · ABLS

0.1%OSCR5.3%

0.1%ENS0.6%

0.1%QLYS4.9%

0.1%HNGE1.0%

Held in common1.1%

End-of-day Nov 9, 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%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	BABLS	Abacus FCF Small Cap Leaders ETFRead Desk	0.59%	12.69%	+2.7%	+13.1%	+12.8%	new	new	−14.9%	$459K

End-of-day Nov 9, 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%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
3	BABLS	Abacus FCF Small Cap Leaders ETFRead Desk	0.59%	12.69%	+2.7%	+13.1%	+12.8%	new	new	−14.9%	$459K

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VB vs ABLS

Vanguard Morningstar Small-Cap

$13,532

ABLS

Abacus FCF Small Cap Leaders

[…]

MeasureVBABLS

Fee0.03%0.59%

Cost on $10k a year$3$59

Yield1.24%12.69%

5 years, per year+6.2%[…]

3 years, per year+18.8%[…]

Worst drop · 1Y−9.0%−14.9%

Volatility · 1Y16.4%18.7%

3–1measures won
VB first

1.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VB, ABLS, IJH

Today

41.6%most shared, VB and IJH

VBABLSIJH

VB—1.1%41.6%

ABLS1.1%—0.5%

IJH41.6%0.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,210most kept, ABLS

ABLS$1,269 − $59 = $1,210

VB$124 − $3 = $121

IJH$121 − $5 = $116

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee