Compare · 2 funds side by side · dividends reinvested

CGGE and SPY

CGGECapital Group×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

CGGE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.0

Capital Group Global Equity ETFInternational · Global0.47%0.37%+8.0%+10.9%[…][…]−10.9%16.3%$3.2B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CGGE 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Global Equity ETF · $3.2B[…]

CGGE

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 31.9% in common

CGGEMeasureSPY

+8.0%Year to dateJan 1 → Nov 9+11.2%

+10.9%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.47%Expense ratio$47 · $9 a year on $10k · lower is better0.09%

0.37%Trailing 12-mo yield$37 · $101 a year on $10k1.01%

−10.9%Worst dropSmaller is better−8.9%

16.3%VolatilityLower is calmer13.7%

CGGESPY Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGGE vs SPY: Top 5 Holdings

Today

CGGE

19.2%in top 5

SPY

in top 527.8%

CGGEStockSPY

3.7%AAPL7.9%

not top 5NVDA7.1%

4.5%MSFT6.2%

4.2%GOOGL2.6%

not top 5AMZN4.0%

3.5%AVGOnot top 5

3.5%TSMnot top 5

Held in common31.9%

End-of-day Nov 9, 2026 · share of each fund

CGGE vs SPY Returns, Every Period

Capital GroupCGGE

+10.9%

past year

SPYSPDR

+13.5%

past year

CGGESPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

International vs Core: CGGE vs SPY

YTD

Capital GroupCGGE

+8.0%

SPYSPDR

+11.2%

+8.0%Year to date+11.2%

−10.9%Worst drop · 1Y−8.9%

16.3%Volatility · 1Y13.7%

0.4%Yield1.0%

$3.2BAssets$778B

4–0SPY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGGE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CGGE0.47%$47

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CGGE, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

CGGE0.37%$37

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

CGGE$37 − $47 = −$10

KeptFee

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

Overlap: CGGE, SPY

Today

31.9%most shared, CGGE and SPY

CGGESPY

CGGE—31.9%

SPY31.9%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

CGGEWorst drop−10.9%16.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYCGGE

+11.2%Year to date+8.0%

1.0%Yield0.4%

+13.5%Past year+10.9%

0.09%Fee0.47%

4–0SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

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%

$122BAssets$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