Compare · 3 funds side by side · dividends reinvested

CGMM, FDFF and VUG

CGMMCapital Group×FDFFFidelity×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeFDFF · 0.94% · $94 a year on $10k

Story of the three · RiskSmallest drop

CGMM, FDFF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group U.S. Small and Mid Cap ETFUS Stock Styles · Mid cap0.51%0.39%+10.1%+13.0%[…][…]−10.1%16.7%$3.7B1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B1.9

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.94%+5.0%+7.7%+15.1%[…]−18.1%19.7%$44M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CGMM 2025 · FDFF 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group U.S. Small and Mid Cap ETF · $3.7B[…]

CGMM

FDFF

Fidelity Disruptive Finance ETF · $44M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CGMM

More Ways to See the Pairs

CGMM vs FDFF: Top 5 Holdings

Today

CGMM

10.7%in top 5

FDFF

in top 53.9%

CGMMStockFDFF

not top 5D05.SI3.9%

2.3%USFDnot top 5

2.2%EXCnot top 5

2.2%TWnot top 5

2.1%SQnot top 5

Cost, Income and Risk

Fees: CGMM, FDFF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FDFF0.50%$50

CGMM0.51%$51

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

Yields: CGMM, FDFF, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

FDFF

+10.1%Year to dateJan 1 → Nov 10+5.0%

+13.0%1 yearTotal return+7.7%

[…]3 years · per year$10,000 became […] · $15,266+15.1%

[…]5 years · per year[…]

0.51%Expense ratio$51 · $50 a year on $10k · lower is better0.50%

0.39%Trailing 12-mo yield$39 · $94 a year on $10k0.94%

−10.1%Worst dropSmaller is better−18.1%

16.7%VolatilityLower is calmer19.7%

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

4–2CGMM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.9%RNRnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

CGMM vs FDFF Returns, Every Period

1Y

Capital GroupCGMM

+13.0%

past year

FDFFFidelity

+7.7%

past year

CGMMFDFFFaded: behind in that period

2–0CGMM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Thematic: CGMM vs FDFF

YTD

Capital GroupCGMM

+10.1%

FDFFFidelity

+5.0%

+10.1%Year to date+5.0%

−10.1%Worst drop · 1Y−18.1%

16.7%Volatility · 1Y19.7%

0.4%Yield0.9%

$3.7BAssets$44.2M

3–1CGMM wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

0.94%highest, FDFF

FundTrailing yieldYield$10k

FDFF0.94%$94

VUG0.41%$41

CGMM0.39%$39

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$44most kept, FDFF

FDFF$94 − $50 = $44

VUG$41 − $3 = $38

CGMM$39 − $51 = −$12

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CGMM, FDFF, VUG

Today

3.2%most shared, CGMM and VUG

CGMMFDFFVUG

CGMM—0.0%3.2%

FDFF0.0%—0.0%

VUG3.2%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.0%CGMM, at 16.7% volatility

CGMMWorst drop−10.1%16.7% vol

VUGWorst drop−15.1%19.1% vol

FDFFWorst drop−18.1%19.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FDFFCGMM

+5.0%Year to date+10.1%

0.9%Yield0.4%

+7.7%Past year+13.0%

0.50%Fee0.51%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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CGMM, FDFF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three