Compare · 2 funds side by side · dividends reinvested

CGMS and DGRO

CGMSCapital Group×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,573DGRO · best of the two

02 / 04

CGMS and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$45.1B1.4

Capital Group U.S. Multi-Sector Income ETFIncome · Dividend stocks0.39%6.04%+0.9%+2.2%+8.2%[…]−2.8%3.7%$5.6B1.6

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: CGMS 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group U.S. Multi-Sector Income ETF · $5.6B[…]

CGMS

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,573

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

CGMSMeasureDGRO

+0.9%Year to dateJan 1 → Nov 4+20.6%

+2.2%1 yearTotal return+24.5%

+8.2%3 years · per year$10,000 became $12,655 · $18,408+22.6%

[…]5 years · per year$10,000 became […] · $17,573+11.9%

0.39%Expense ratio$39 · $8 a year on $10k · lower is better0.08%

6.04%Trailing 12-mo yield$604 · $181 a year on $10k1.81%

−2.8%Worst dropSmaller is better−6.5%

3.7%VolatilityLower is calmer9.7%

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

3–4DGRO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGMS vs DGRO: Top 5 Holdings

Today

CGMS

0.3%in top 5

DGRO

in top 514.8%

CGMSStockDGRO

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

0.1%ORCLnot top 5

0.0%NFEGPnot top 5

0.0%GOOGNnot top 5

0.0%GOOGMnot top 5

0.0%SVCnot top 5

Held in common0.1%

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

CGMS vs DGRO Returns, Every Period

Capital GroupCGMS

+2.2%

past year

DGROiShares

+24.5%

past year

CGMSDGROFaded: behind in that period

0–3DGRO wins

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

CGMS vs DGRO

YTD

Capital GroupCGMS

+0.9%

DGROiShares

+20.6%

+0.9%Year to date+20.6%

−2.8%Worst drop · 1Y−6.5%

3.7%Volatility · 1Y9.7%

6.0%Yield1.8%

$5.6BAssets$45.1B

3–1CGMS wins

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

Cost, Income and Risk

Fees: CGMS, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

CGMS0.39%$39

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

Yields: CGMS, DGRO

6.04%highest, CGMS

FundTrailing yieldYield$10k

CGMS6.04%$604

DGRO1.81%$181

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

Income After Fees on $10,000

$565most kept, CGMS

CGMS$604 − $39 = $565

DGRO$181 − $8 = $173

KeptFee

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

Overlap: CGMS, DGRO

Today

0.1%most shared, CGMS and DGRO

CGMSDGRO

CGMS—0.1%

DGRO0.1%—

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

Return vs Bumpiness: 2 ETFs

+24.5%DGRO, at 9.7% volatility

CGMSWorst drop−2.8%3.7% vol

DGROWorst drop−6.5%9.7% vol

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

Paid More vs Made More

YTD

CGMSDGRO

+0.9%Year to date+20.6%

6.0%Yield1.8%

+2.2%Past year+24.5%

0.39%Fee0.08%

3–1DGRO 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026