Compare · 2 funds side by side · dividends reinvested

CGSD and SPYM

CGSDCapital Group×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.0%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,429SPYM · best of the two

Story of the two · IncomeMost incomeCGSD · 4.43% · $443 a year on $10k

Story of the two · RiskSmallest drop

CGSD and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.4

Capital Group Short Duration Income ETFBonds & Cash · Short-term0.25%4.43%+1.2%+2.0%+4.9%[…]−1.3%1.8%$2.9B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: CGSD 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Short Duration Income ETF · $2.9B[…]

CGSD

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,429

$10,000 five years ago, dividends reinvested

CGSDMeasureSPYM

+1.2%

More Ways to See the Pairs

CGSD vs SPYM: Top 5 Holdings

Today

CGSD

[…]in top 5

SPYM

in top 527.3%

CGSDStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: CGSD, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CGSD0.25%$25

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

Yields: CGSD, SPYM

1Y

4.43%highest, CGSD

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+10.9%

+2.0%1 yearTotal return+13.1%

+4.9%3 years · per year$10,000 became $11,551 · $17,936+21.5%

[…]5 years · per year$10,000 became […] · $17,429+11.8%

0.25%Expense ratio$25 · $2 a year on $10k · lower is better0.02%

4.43%Trailing 12-mo yield$443 · $103 a year on $10k1.03%

−1.3%Worst dropSmaller is better−8.9%

1.8%VolatilityLower is calmer13.7%

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

3–4SPYM wins

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

2.6%

Held in common[…]

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

CGSD vs SPYM Returns, Every Period

1Y

Capital GroupCGSD

+2.0%

past year

SPYMSPDR

+13.1%

past year

CGSDSPYMFaded: behind in that period

0–3SPYM wins

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

Bonds vs Core: CGSD vs SPYM

YTD

Capital GroupCGSD

+1.2%

SPYMSPDR

+10.9%

+1.2%Year to date+10.9%

−1.3%Worst drop · 1Y−8.9%

1.8%Volatility · 1Y13.7%

4.4%Yield1.0%

$2.9BAssets$179B

3–1CGSD wins

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

Yield

$10k

CGSD4.43%$443

SPYM1.03%$103

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

Income After Fees on $10,000

1Y

$418most kept, CGSD

CGSD$443 − $25 = $418

SPYM$103 − $2 = $101

KeptFee

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

Overlap: CGSD, SPYM

Today

[…]holdings […]

CGSDSPYM

CGSD—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+13.1%SPYM, at 13.7% volatility

CGSDWorst drop−1.3%1.8% vol

SPYMWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

CGSDSPYM

+1.2%Year to date+10.9%

4.4%Yield1.0%

+2.0%Past year+13.1%

0.25%Fee0.02%

3–1SPYM wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD 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

Loading…

CGSD and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two