Compare · 2 funds side by side · dividends reinvested

CGMS and IVV

CGMSCapital Group×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

CGMS and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.4

Capital Group U.S. Multi-Sector Income ETFIncome · Dividend stocks0.39%6.05%+0.7%+2.0%+7.8%[…]−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 6, 2026 · returns include dividends · since: CGMS 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CGMS

IVV

iShares Core S&P 500 ETF · $850B$17,177

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

CGMSMeasureIVV

+0.7%Year to dateJan 1 → Nov 6+8.7%

+2.0%1 yearTotal return+9.8%

+7.8%3 years · per year$10,000 became $12,518 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

6.05%Trailing 12-mo yield$605 · $114 a year on $10k1.14%

−2.8%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer13.6%

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

3–4IVV wins

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

More Ways to See the Pairs

CGMS vs IVV: Top 5 Holdings

Today

CGMS

0.3%in top 5

IVV

in top 527.8%

CGMSStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

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 6, 2026 · share of each fund

CGMS vs IVV Returns, Every Period

Capital GroupCGMS

+2.0%

past year

IVViShares

+9.8%

past year

CGMSIVVFaded: behind in that period

0–3IVV wins

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

Income vs Core: CGMS vs IVV

YTD

Capital GroupCGMS

+0.7%

IVViShares

+8.7%

+0.7%Year to date+8.7%

−2.8%Worst drop · 1Y−8.9%

3.7%Volatility · 1Y13.6%

6.1%Yield1.1%

$5.6BAssets$850B

3–1CGMS wins

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

Cost, Income and Risk

Fees: CGMS, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

CGMS0.39%$39

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

Yields: CGMS, IVV

6.05%highest, CGMS

FundTrailing yieldYield$10k

CGMS6.05%$605

IVV1.14%$114

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

Income After Fees on $10,000

$566most kept, CGMS

CGMS$605 − $39 = $566

IVV$114 − $3 = $111

KeptFee

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

Overlap: CGMS, IVV

Today

0.1%most shared, CGMS and IVV

CGMSIVV

CGMS—0.1%

IVV0.1%—

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

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

CGMSWorst drop−2.8%3.7% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

CGMSIVV

+0.7%Year to date+8.7%

6.1%Yield1.1%

+2.0%Past year+9.8%

0.39%Fee0.03%

3–1IVV 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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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