Compare · 2 funds side by side · dividends reinvested

CGMM and IWR

CGMMCapital Group×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,220IWR · best of the two

02 / 04

CGMM and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+15.6%+16.7%+21.0%+7.3%−8.2%13.4%$58.2B1.0

Capital Group U.S. Small and Mid Cap ETFUS Stock Styles · Mid cap0.51%0.39%+8.9%+11.6%[…][…]−10.1%15.9%$3.6B2.0

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 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

CGMM

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,220

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

CGMMMeasureIWR

+8.9%Year to dateJan 1 → Nov 4+15.6%

+11.6%1 yearTotal return+16.7%

[…]3 years · per year$10,000 became […] · $17,698+21.0%

[…]5 years · per year$10,000 became […] · $14,220+7.3%

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

0.39%Trailing 12-mo yield$39 · $115 a year on $10k1.15%

−10.1%Worst dropSmaller is better−8.2%

15.9%VolatilityLower is calmer13.4%

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

0–6IWR 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 IWR: Top 5 Holdings

Today

CGMM

10.5%in top 5

IWR

in top 53.8%

CGMMStockIWR

2.3%EXCnot top 5

2.2%USFDnot top 5

2.1%TWnot top 5

1.9%DASHnot top 5

1.9%RNRnot top 5

not top 5MPC1.0%

not top 5PSX0.8%

not top 5SNOW0.8%

not top 5NET0.7%

not top 5MRNA0.6%

Held in common15.2%

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

CGMM vs IWR Returns, Every Period

Capital GroupCGMM

+11.6%

past year

IWRiShares

+16.7%

past year

CGMMIWRFaded: behind in that period

0–2IWR wins

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

CGMM vs IWR

YTD

Capital GroupCGMM

+8.9%

IWRiShares

+15.6%

+8.9%Year to date+15.6%

−10.1%Worst drop · 1Y−8.2%

15.9%Volatility · 1Y13.4%

0.4%Yield1.2%

$3.6BAssets$58.2B

4–0IWR wins

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

Cost, Income and Risk

Fees: CGMM, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

CGMM0.51%$51

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

Yields: CGMM, IWR

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

CGMM0.39%$39

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

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

CGMM$39 − $51 = −$12

KeptFee

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

Overlap: CGMM, IWR

Today

15.2%most shared, CGMM and IWR

CGMMIWR

CGMM—15.2%

IWR15.2%—

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

Return vs Bumpiness: 2 ETFs

+16.7%IWR, at 13.4% volatility

IWRWorst drop−8.2%13.4% vol

CGMMWorst drop−10.1%15.9% vol

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

Paid More vs Made More

YTD

IWRCGMM

+15.6%Year to date+8.9%

1.2%Yield0.4%

+16.7%Past year+11.6%

0.18%Fee0.51%

4–0IWR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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 4, 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 4, 2026

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 4, 2026