Compare · 2 funds side by side · dividends reinvested

CGMM and RWK

CGMMCapital Group×RWKInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,956RWK · best of the two

02 / 04

CGMM and RWK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P MidCap 400 Revenue ETFUS Stock Styles · Mid cap0.39%1.04%+17.1%+20.2%+20.4%+11.1%−11.1%15.5%$1.3B1.1

Capital Group U.S. Small and Mid Cap ETFUS Stock Styles · Mid cap0.51%0.39%+8.9%+11.6%[…][…]−10.1%15.9%$3.6B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: CGMM 2025 · RWK 2008

Head to Head

Swap sides Versus in desk

Head to Head

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

CGMM

RWK

Invesco S&P MidCap 400 Revenue ETF · $1.3B$16,956

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

CGMMMeasureRWK

+8.9%Year to dateJan 1 → Nov 3+17.1%

+11.6%1 yearTotal return+20.2%

[…]3 years · per year$10,000 became […] · $17,452+20.4%

[…]5 years · per year$10,000 became […] · $16,956+11.1%

0.51%Expense ratio$51 · $39 a year on $10k · lower is better0.39%

0.39%Trailing 12-mo yield$39 · $104 a year on $10k1.04%

−10.1%Worst dropSmaller is better−11.1%

15.9%VolatilityLower is calmer15.5%

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

1–5RWK wins

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

More Ways to See the Pairs

CGMM vs RWK: Top 5 Holdings

Today

CGMM

10.5%in top 5

RWK

in top 513.2%

CGMMStockRWK

not top 5ACI3.8%

not top 5PFGC2.8%

not top 5SNX2.4%

not top 5AAL2.3%

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 5MOH1.9%

Held in common7.5%

End-of-day Nov 3, 2026 · share of each fund

CGMM vs RWK Returns, Every Period

Capital GroupCGMM

+11.6%

past year

RWKInvesco

+20.2%

past year

CGMMRWKFaded: behind in that period

0–2RWK wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CGMM vs RWK

YTD

Capital GroupCGMM

+8.9%

RWKInvesco

+17.1%

+8.9%Year to date+17.1%

−10.1%Worst drop · 1Y−11.1%

15.9%Volatility · 1Y15.5%

0.4%Yield1.0%

$3.6BAssets$1.3B

3–1RWK wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGMM, RWK

Today

0.39%lowest, RWK

FundExpense ratioFee$10k

RWK0.39%$39

CGMM0.51%$51

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CGMM, RWK

1.04%highest, RWK

FundTrailing yieldYield$10k

RWK1.04%$104

CGMM0.39%$39

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$65most kept, RWK

RWK$104 − $39 = $65

CGMM$39 − $51 = −$12

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CGMM, RWK

Today

7.5%most shared, CGMM and RWK

CGMMRWK

CGMM—7.5%

RWK7.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.2%RWK, at 15.5% volatility

RWKWorst drop−11.1%15.5% vol

CGMMWorst drop−10.1%15.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

RWKCGMM

+17.1%Year to date+8.9%

1.0%Yield0.4%

+20.2%Past year+11.6%

0.39%Fee0.51%

4–0RWK wins

End-of-day Nov 3, 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 3, 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 3, 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 3, 2026