Compare · 3 funds side by side · dividends reinvested

CGMS, CGDV and VYM

CGMSCapital Group×CGDVCapital Group×VYMVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,258VYM · best of the three

Story of the three · IncomeMost incomeCGMS · 6.07% · $607 a year on $10k

Story of the three · RiskSmallest drop

CGMS, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.9%+19.4%+19.6%+11.5%−6.7%10.8%$78.9B1.5

Capital Group U.S. Multi-Sector Income ETFIncome · Dividend stocks0.39%6.07%+0.4%+1.6%+7.1%[…]−2.8%3.7%$5.7B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CGMS 2022 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group U.S. Multi-Sector Income ETF · $5.7B[…]

CGMS

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

CGMS

More Ways to See the Pairs

CGMS vs CGDV: Top 5 Holdings

Today

CGMS

0.3%in top 5

CGDV

in top 524.3%

CGMSStockCGDV

not top 5MSFT6.9%

not top 5NVDA5.6%

not top 5AVGO4.4%

not top 5META4.2%

not top 5GE3.2%

Cost, Income and Risk

Fees: CGMS, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

CGMS0.39%$39

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

Yields: CGMS, CGDV, VYM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

CGDV

+0.4%Year to dateJan 1 → Nov 10+12.1%

+1.6%1 yearTotal return+15.4%

+7.1%3 years · per year$10,000 became $12,288 · $18,754+23.3%

[…]5 years · per year[…]

0.39%Expense ratio$39 · $33 a year on $10k · lower is better0.33%

6.07%Trailing 12-mo yield$607 · $124 a year on $10k1.24%

−2.8%Worst dropSmaller is better−9.7%

3.7%VolatilityLower is calmer13.5%

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

3–4CGDV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.1%ORCLnot top 5

0.1%NFEGPnot top 5

0.0%GOOGMnot top 5

0.0%GOOGNnot top 5

0.0%SVCnot top 5

Held in common0.1%

End-of-day Nov 10, 2026 · share of each fund

CGMS vs CGDV Returns, Every Period

1Y

Capital GroupCGMS

+1.6%

past year

CGDVCapital Group

+15.4%

past year

CGMSCGDVFaded: behind in that period

0–3CGDV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

CGMS vs VYM

YTD

Capital GroupCGMS

+0.4%

VYMVanguard

+15.9%

+0.4%Year to date+15.9%

−2.8%Worst drop · 1Y−6.7%

3.7%Volatility · 1Y10.8%

6.1%Yield2.2%

$5.7BAssets$78.9B

3–1CGMS wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

6.07%highest, CGMS

FundTrailing yieldYield$10k

CGMS6.07%$607

VYM2.25%$225

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$568most kept, CGMS

CGMS$607 − $39 = $568

VYM$225 − $4 = $221

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CGMS, CGDV, VYM

Today

22.9%most shared, CGDV and VYM

CGMSCGDVVYM

CGMS—0.1%0.1%

CGDV0.1%—22.9%

VYM0.1%22.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.4%VYM, at 10.8% volatility

CGMSWorst drop−2.8%3.7% vol

VYMWorst drop−6.7%10.8% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

CGMSVYM

+0.4%Year to date+15.9%

6.1%Yield2.2%

+1.6%Past year+19.4%

0.39%Fee0.04%

3–1VYM wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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CGMS, CGDV and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three