AVSF vs CGSD

AAVSF

BCGSD

Measures won1–4CGSD wins · of 6 · 5Y

$10,000 · 5Y$11,080AVSF

Lowest cost0.15%AVSF · $15 on $10k

Most income4.42%CGSD · $442 on $10k

Smallest drop−1.3%CGSD · worst fall in 1Y

Held in common[…]AVSF and CGSD

AVSF

CGSD

Avantis Short-Term Fixed Income ETF · $636MCapital Group Short Duration Income ETF · $2.9B

+4.9%3 years · per year$11,544 · $11,659+5.2%

+2.1%5 years · per year$11,080 · […][…]

0.15%Expense ratio$15 · $25 on $10k · lower wins0.25%

3.98%12-mo yield$398 · $442 on $10k4.42%

−1.6%Worst dropSmaller wins−1.3%

2.0%VolatilityLower wins1.7%

1–4CGSD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVSF · CGSD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAVSF	Avantis Short-Term Fixed Income ETFRead Desk		0.15%	3.98%	+0.2%	+1.0%	+1.9%	+4.9%	+2.1%	−1.6%	$636M
2	BCGSD	Capital Group Short Duration Income ETFRead Desk		0.25%	4.42%	+0.1%	+1.4%	+2.5%	+5.2%	new	−1.3%	$2.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAVSF	Avantis Short-Term Fixed Income ETFRead Desk		0.15%	3.98%	+0.2%	+1.0%	+1.9%	+4.9%	+2.1%	−1.6%	$636M
2	BCGSD	Capital Group Short Duration Income ETFRead Desk		0.25%	4.42%	+0.1%	+1.4%	+2.5%	+5.2%	new	−1.3%	$2.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AVSF vs CGSD

AVSF

Avantis Short-Term Fixed Income

$11,080

CGSD

Capital Group Short Duration Income

[…]

MeasureAVSFCGSD

Fee0.15%0.25%

Cost on $10k a year$15$25

Yield3.98%4.42%

5 years, per year+2.1%[…]

3 years, per year+4.9%+5.2%

Worst drop · 1Y−1.6%−1.3%

Volatility · 1Y2.0%1.7%

4–1measures won
CGSD first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AVSF, CGSD

Today

[…]holdings […]

AVSFCGSD

AVSF—[…]

CGSD[…]—

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

Income After Fees on $10,000

$417most kept, CGSD

CGSD$442 − $25 = $417

AVSF$398 − $15 = $383

KeptFee

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