Compare · 2 funds side by side · dividends reinvested

CGMM and SPY

CGMMCapital 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

CGMM 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%$819B1.1

Capital Group U.S. Small and Mid Cap ETFUS Stock Styles · Mid cap0.51%0.40%+7.4%+10.0%[…][…]−10.1%16.4%$3.7B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: CGMM 2025 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

CGMM

SPY

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

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

CGMMMeasureSPY

+7.4%Year to dateJan 1 → Nov 6+8.7%

+10.0%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%

0.51%Expense ratio$51 · $9 a year on $10k · lower is better0.09%

0.40%Trailing 12-mo yield$40 · $103 a year on $10k1.03%

−10.1%Worst dropSmaller is better−8.9%

16.4%VolatilityLower is calmer13.6%

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

1–5SPY wins

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

More Ways to See the Pairs

CGMM vs SPY: Top 5 Holdings

Today

CGMM

11.0%in top 5

SPY

in top 527.8%

CGMMStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.4%EXCnot top 5

2.3%USFDnot top 5

2.2%TWnot top 5

2.1%SQnot top 5

2.0%RNRnot top 5

Held in common3.1%

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

CGMM vs SPY Returns, Every Period

Capital GroupCGMM

+10.0%

past year

SPYSPDR

+9.7%

past year

CGMMSPYFaded: behind in that period

1–1Level

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

Stocks vs Core: CGMM vs SPY

YTD

Capital GroupCGMM

+7.4%

SPYSPDR

+8.7%

+7.4%Year to date+8.7%

−10.1%Worst drop · 1Y−8.9%

16.4%Volatility · 1Y13.6%

0.4%Yield1.0%

$3.7BAssets$819B

4–0SPY wins

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

Cost, Income and Risk

Fees: CGMM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CGMM0.51%$51

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

Yields: CGMM, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

CGMM0.40%$40

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

CGMM$40 − $51 = −$11

KeptFee

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

Overlap: CGMM, SPY

Today

3.1%most shared, CGMM and SPY

CGMMSPY

CGMM—3.1%

SPY3.1%—

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

Return vs Bumpiness: 2 ETFs

+10.0%CGMM, at 16.4% volatility

SPYWorst drop−8.9%13.6% vol

CGMMWorst drop−10.1%16.4% vol

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

Paid More vs Made More

YTD

SPYCGMM

+8.7%Year to date+7.4%

1.0%Yield0.4%

+9.7%Past year+10.0%

0.09%Fee0.51%

3–1SPY wins

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