Compare · 2 funds side by side · dividends reinvested

CGMM and IWF

CGMMCapital Group×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

CGMM and IWF, 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%+10.5%+13.4%[…][…]−10.1%15.9%$3.6B1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B1.6

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: CGMM 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group U.S. Small and Mid Cap ETF · $3.6B[…]

CGMM

IWF

iShares Russell 1000 Growth ETF · $120B$16,559

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

CGMMMeasureIWF

+10.5%Year to dateJan 1 → Nov 4−0.1%

+13.4%1 yearTotal return−3.0%

[…]3 years · per year$10,000 became […] · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

0.51%Expense ratio$51 · $18 a year on $10k · lower is better0.18%

0.39%Trailing 12-mo yield$39 · $37 a year on $10k0.37%

−10.1%Worst dropSmaller is better−15.6%

15.9%VolatilityLower is calmer18.3%

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

5–1CGMM wins

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

More Ways to See the Pairs

CGMM vs IWF: Top 5 Holdings

Today

CGMM

10.3%in top 5

IWF

in top 539.3%

CGMMStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

2.2%EXCnot top 5

2.2%TWnot top 5

2.1%USFDnot top 5

1.9%RNRnot top 5

1.9%SQnot top 5

Held in common3.7%

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

CGMM vs IWF Returns, Every Period

Capital GroupCGMM

+13.4%

past year

IWFiShares

−3.0%

past year

CGMMIWFFaded: behind in that period

2–0CGMM wins

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

CGMM vs IWF

YTD

Capital GroupCGMM

+10.5%

IWFiShares

−0.1%

+10.5%Year to date−0.1%

−10.1%Worst drop · 1Y−15.6%

15.9%Volatility · 1Y18.3%

0.4%Yield0.4%

$3.6BAssets$120B

3–0CGMM wins

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

Cost, Income and Risk

Fees: CGMM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CGMM0.51%$51

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

Yields: CGMM, IWF

0.39%highest, CGMM

FundTrailing yieldYield$10k

CGMM0.39%$39

IWF0.37%$37

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

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

CGMM$39 − $51 = −$12

KeptFee

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

Overlap: CGMM, IWF

Today

3.7%most shared, CGMM and IWF

CGMMIWF

CGMM—3.7%

IWF3.7%—

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

Return vs Bumpiness: 2 ETFs

+13.4%CGMM, at 15.9% volatility

CGMMWorst drop−10.1%15.9% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

CGMMIWF

+10.5%Year to date−0.1%

0.4%Yield0.4%

+13.4%Past year−3.0%

0.51%Fee0.18%

2–1CGMM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

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