Compare · 2 funds side by side · dividends reinvested

CGMM and VOE

CGMMCapital Group×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,506VOE · best of the two

02 / 04

CGMM and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.82%+22.3%+26.9%+22.2%+10.5%−6.9%11.1%$22.8B1.0

Capital Group U.S. Small and Mid Cap ETFUS Stock Styles · Mid cap0.51%0.39%+10.5%+13.4%[…][…]−10.1%15.9%$3.6B2.0

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 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

CGMM

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,506

$10,000 five years ago, dividends reinvested · they hold 12.3% in common

CGMMMeasureVOE

+10.5%Year to dateJan 1 → Nov 4+22.3%

+13.4%1 yearTotal return+26.9%

[…]3 years · per year$10,000 became […] · $18,246+22.2%

[…]5 years · per year$10,000 became […] · $16,506+10.5%

0.51%Expense ratio$51 · $5 a year on $10k · lower is better0.05%

0.39%Trailing 12-mo yield$39 · $182 a year on $10k1.82%

−10.1%Worst dropSmaller is better−6.9%

15.9%VolatilityLower is calmer11.1%

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

0–6VOE 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 VOE: Top 5 Holdings

Today

CGMM

10.3%in top 5

VOE

in top 58.1%

CGMMStockVOE

2.2%EXCnot top 5

2.2%TWnot top 5

2.1%USFDnot top 5

not top 5VLO1.9%

not top 5MPC1.9%

1.9%RNRnot top 5

1.9%SQnot top 5

not top 5PSX1.7%

not top 5HPE1.4%

not top 5WBD1.3%

Held in common12.3%

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

CGMM vs VOE Returns, Every Period

Capital GroupCGMM

+13.4%

past year

VOEVanguard

+26.9%

past year

CGMMVOEFaded: behind in that period

0–2VOE wins

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

CGMM vs VOE

YTD

Capital GroupCGMM

+10.5%

VOEVanguard

+22.3%

+10.5%Year to date+22.3%

−10.1%Worst drop · 1Y−6.9%

15.9%Volatility · 1Y11.1%

0.4%Yield1.8%

$3.6BAssets$22.8B

4–0VOE wins

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

Cost, Income and Risk

Fees: CGMM, VOE

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

CGMM0.51%$51

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

Yields: CGMM, VOE

1.82%highest, VOE

FundTrailing yieldYield$10k

VOE1.82%$182

CGMM0.39%$39

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

Income After Fees on $10,000

$177most kept, VOE

VOE$182 − $5 = $177

CGMM$39 − $51 = −$12

KeptFee

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

Overlap: CGMM, VOE

Today

12.3%most shared, CGMM and VOE

CGMMVOE

CGMM—12.3%

VOE12.3%—

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

Return vs Bumpiness: 2 ETFs

+26.9%VOE, at 11.1% volatility

VOEWorst drop−6.9%11.1% 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

VOECGMM

+22.3%Year to date+10.5%

1.8%Yield0.4%

+26.9%Past year+13.4%

0.05%Fee0.51%

4–0VOE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026