ABCS vs. VOT
Compare and contrast key facts about Alpha Blue Capital US Small-Mid Cap Dynamic ETF (ABCS) and Vanguard Mid-Cap Growth ETF (VOT).
ABCS and VOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ABCS is a passively managed fund by Alpha Architect that tracks the performance of the BNY Mellon ABC Index. It was launched on Dec 18, 2023. VOT is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Growth Index. It was launched on Aug 17, 2006. Both ABCS and VOT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
ABCS vs. VOT - Performance Comparison
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ABCS vs. VOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF | -1.83% | 7.95% | 14.47% | 1.97% |
VOT Vanguard Mid-Cap Growth ETF | -7.62% | 10.72% | 16.38% | 2.44% |
Returns By Period
In the year-to-date period, ABCS achieves a -1.83% return, which is significantly higher than VOT's -7.62% return.
ABCS
- 1D
- 2.02%
- 1M
- -5.12%
- YTD
- -1.83%
- 6M
- -0.34%
- 1Y
- 9.26%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VOT
- 1D
- 3.09%
- 1M
- -7.40%
- YTD
- -7.62%
- 6M
- -12.08%
- 1Y
- 5.90%
- 3Y*
- 10.49%
- 5Y*
- 4.04%
- 10Y*
- 10.62%
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ABCS vs. VOT - Expense Ratio Comparison
ABCS has a 0.27% expense ratio, which is higher than VOT's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
ABCS vs. VOT — Risk / Return Rank
ABCS
VOT
ABCS vs. VOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alpha Blue Capital US Small-Mid Cap Dynamic ETF (ABCS) and Vanguard Mid-Cap Growth ETF (VOT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ABCS | VOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 0.28 | +0.20 |
Sortino ratioReturn per unit of downside risk | 0.83 | 0.55 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.07 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.74 | 0.38 | +0.35 |
Martin ratioReturn relative to average drawdown | 2.83 | 1.20 | +1.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ABCS | VOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 0.28 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.19 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.42 | +0.15 |
Correlation
The correlation between ABCS and VOT is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ABCS vs. VOT - Dividend Comparison
ABCS's dividend yield for the trailing twelve months is around 1.37%, more than VOT's 0.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABCS Alpha Blue Capital US Small-Mid Cap Dynamic ETF | 1.37% | 1.37% | 1.39% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOT Vanguard Mid-Cap Growth ETF | 0.72% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Drawdowns
ABCS vs. VOT - Drawdown Comparison
The maximum ABCS drawdown since its inception was -20.52%, smaller than the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for ABCS and VOT.
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Drawdown Indicators
| ABCS | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.52% | -60.16% | +39.64% |
Max Drawdown (1Y)Largest decline over 1 year | -13.40% | -15.96% | +2.56% |
Max Drawdown (5Y)Largest decline over 5 years | — | -37.19% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.19% | — |
Current DrawdownCurrent decline from peak | -6.27% | -13.36% | +7.09% |
Average DrawdownAverage peak-to-trough decline | -3.70% | -10.01% | +6.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 5.10% | -1.62% |
Volatility
ABCS vs. VOT - Volatility Comparison
The current volatility for Alpha Blue Capital US Small-Mid Cap Dynamic ETF (ABCS) is 4.62%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 6.50%. This indicates that ABCS experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ABCS | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 6.50% | -1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 10.35% | 12.32% | -1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.25% | 21.01% | -1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.49% | 21.33% | -3.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.49% | 20.92% | -3.43% |