Compare · 2 funds side by side · dividends reinvested

CGIC and SPY

CGICCapital Group×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

CGIC 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%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.3

Capital Group International Core Equity ETFInternational · Ex-US broad0.54%1.91%+7.3%+12.5%[…][…]−11.3%17.5%$2.6B1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: CGIC 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group International Core Equity ETF · $2.6B[…]

CGIC

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

CGICMeasureSPY

+7.3%Year to dateJan 1 → Nov 6+8.7%

+12.5%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.54%Expense ratio$54 · $9 a year on $10k · lower is better0.09%

1.91%Trailing 12-mo yield$191 · $103 a year on $10k1.03%

−11.3%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer13.6%

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

2–4SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGIC vs SPY: Top 5 Holdings

Today

CGIC

13.2%in top 5

SPY

in top 527.8%

CGICStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.7%TSMnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.4%005930.Knot top 5

2.3%ASML.ASnot top 5

2.1%TTE.PAnot top 5

1.6%2454.TWnot top 5

Held in common1.1%

End-of-day Nov 6, 2026 · share of each fund

CGIC vs SPY Returns, Every Period

Capital GroupCGIC

+12.5%

past year

SPYSPDR

+9.7%

past year

CGICSPYFaded: behind in that period

1–1Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Core: CGIC vs SPY

YTD

Capital GroupCGIC

+7.3%

SPYSPDR

+8.7%

+7.3%Year to date+8.7%

−11.3%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y13.6%

1.9%Yield1.0%

$2.6BAssets$819B

3–1SPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGIC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CGIC0.54%$54

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CGIC, SPY

1.91%highest, CGIC

FundTrailing yieldYield$10k

CGIC1.91%$191

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$137most kept, CGIC

CGIC$191 − $54 = $137

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CGIC, SPY

Today

1.1%most shared, CGIC and SPY

CGICSPY

CGIC—1.1%

SPY1.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.5%CGIC, at 17.5% volatility

SPYWorst drop−8.9%13.6% vol

CGICWorst drop−11.3%17.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CGICSPY

+7.3%Year to date+8.7%

1.9%Yield1.0%

+12.5%Past year+9.7%

0.54%Fee0.09%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026