Compare · 2 funds side by side · dividends reinvested

CGGR and SPYM

CGGRCapital Group×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749SPYM · best of the two

02 / 04

CGGR and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.1

Capital Group Growth ETFUS Stock Styles · Growth0.39%0.15%+2.8%+1.9%+25.3%[…]−15.0%18.4%$25.2B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: CGGR 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Growth ETF · $25.2B[…]

CGGR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 39.9% in common

CGGRMeasureSPYM

+2.8%Year to dateJan 1 → Nov 3+11.5%

+1.9%1 yearTotal return+11.9%

+25.3%3 years · per year$10,000 became $19,660 · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.39%Expense ratio$39 · $2 a year on $10k · lower is better0.02%

0.15%Trailing 12-mo yield$15 · $103 a year on $10k1.03%

−15.0%Worst dropSmaller is better−8.9%

18.4%VolatilityLower is calmer12.7%

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

1–6SPYM wins

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

More Ways to See the Pairs

CGGR vs SPYM: Top 5 Holdings

Today

CGGR

23.8%in top 5

SPYM

in top 527.4%

CGGRStockSPYM

4.2%NVDA7.8%

not top 5AAPL7.7%

4.8%MSFT5.9%

5.8%METAnot top 5

4.8%TSLAnot top 5

4.2%AVGOnot top 5

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common39.9%

End-of-day Nov 3, 2026 · share of each fund

CGGR vs SPYM Returns, Every Period

Capital GroupCGGR

+1.9%

past year

SPYMSPDR

+11.9%

past year

CGGRSPYMFaded: behind in that period

1–2SPYM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CGGR vs SPYM

YTD

Capital GroupCGGR

+2.8%

SPYMSPDR

+11.5%

+2.8%Year to date+11.5%

−15.0%Worst drop · 1Y−8.9%

18.4%Volatility · 1Y12.7%

0.2%Yield1.0%

$25.2BAssets$185B

4–0SPYM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGGR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CGGR0.39%$39

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CGGR, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

CGGR0.15%$15

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

CGGR$15 − $39 = −$24

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CGGR, SPYM

Today

39.9%most shared, CGGR and SPYM

CGGRSPYM

CGGR—39.9%

SPYM39.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%SPYM, at 12.7% volatility

SPYMWorst drop−8.9%12.7% vol

CGGRWorst drop−15.0%18.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMCGGR

+11.5%Year to date+2.8%

1.0%Yield0.2%

+11.9%Past year+1.9%

0.02%Fee0.39%

4–0SPYM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026