Compare · 2 funds side by side · dividends reinvested

CGHM and SPY

CGHMCapital Group×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

CGHM 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

Capital Group Municipal High-Income ETFBonds & Cash · Municipal0.34%4.31%+1.1%+1.8%[…][…]−6.8%3.9%$3.8B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: CGHM 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Municipal High-Income ETF · $3.8B[…]

CGHM

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested

CGHMMeasureSPY

+1.1%Year to dateJan 1 → Nov 4+13.3%

+1.8%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.34%Expense ratio$34 · $9 a year on $10k · lower is better0.09%

4.31%Trailing 12-mo yield$431 · $99 a year on $10k0.99%

−6.8%Worst dropSmaller is better−8.9%

3.9%VolatilityLower is calmer12.9%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGHM vs SPY: Top 5 Holdings

Today

CGHM

[…]in top 5

SPY

in top 527.3%

CGHMStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CGHM vs SPY Returns, Every Period

Capital GroupCGHM

+1.8%

past year

SPYSPDR

+13.4%

past year

CGHMSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Core: CGHM vs SPY

YTD

Capital GroupCGHM

+1.1%

SPYSPDR

+13.3%

+1.1%Year to date+13.3%

−6.8%Worst drop · 1Y−8.9%

3.9%Volatility · 1Y12.9%

4.3%Yield1.0%

$3.8BAssets$798B

3–1CGHM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGHM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CGHM0.34%$34

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CGHM, SPY

4.31%highest, CGHM

FundTrailing yieldYield$10k

CGHM4.31%$431

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$397most kept, CGHM

CGHM$431 − $34 = $397

SPY$99 − $9 = $90

KeptFee

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

Overlap: CGHM, SPY

Today

[…]holdings […]

CGHMSPY

CGHM—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

CGHMWorst drop−6.8%3.9% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CGHMSPY

+1.1%Year to date+13.3%

4.3%Yield1.0%

+1.8%Past year+13.4%

0.34%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026