BOUT vs CGBL

ABOUT

BCGBL

Measures won0–5CGBL wins · of 6 · 5Y

$10,000 · 5Y$10,987BOUT

Lowest cost0.33%CGBL · $33 on $10k

Most income1.97%CGBL · $197 on $10k

Smallest drop−7.9%CGBL · worst fall in 1Y

Held in common0.0%BOUT and CGBL

BOUT

CGBL

CapForce IBD Breakout Opportunities ETF · $14MCapital Group Core Balanced ETF · $7.9B

+10.7%3 years · per year$13,577 · $15,725+16.3%

+1.9%5 years · per year$10,987 · […][…]

0.80%Expense ratio$80 · $33 on $10k · lower wins0.33%

0.32%12-mo yield$32 · $197 on $10k1.97%

−20.8%Worst dropSmaller wins−7.9%

22.4%VolatilityLower wins10.8%

0–5CGBL wins

$10,000 · 5 yearsOne scale

Shared top holdingsBOUT · CGBL

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

Held in common0.0%

End-of-day Nov 6, 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	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk		0.80%	0.32%	−0.9%	+6.7%	+4.6%	+10.7%	+1.9%	−20.8%	$14M
2	BCGBL	Capital Group Core Balanced ETFRead Desk		0.33%	1.97%	+0.4%	+4.9%	+7.8%	+16.3%	new	−7.9%	$7.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABOUT	CapForce IBD Breakout Opportunities ETFRead Desk		0.80%	0.32%	−0.9%	+6.7%	+4.6%	+10.7%	+1.9%	−20.8%	$14M
2	BCGBL	Capital Group Core Balanced ETFRead Desk		0.33%	1.97%	+0.4%	+4.9%	+7.8%	+16.3%	new	−7.9%	$7.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BOUT vs CGBL

BOUT

CapForce IBD Breakout Opportunities

$10,987

CGBL

Capital Group Core Balanced

[…]

MeasureBOUTCGBL

Fee0.80%0.33%

Cost on $10k a year$80$33

Yield0.32%1.97%

5 years, per year+1.9%[…]

3 years, per year+10.7%+16.3%

Worst drop · 1Y−20.8%−7.9%

Volatility · 1Y22.4%10.8%

5–0measures won
CGBL first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BOUT, CGBL

Today

0.0%most shared, BOUT and CGBL

BOUTCGBL

BOUT—0.0%

CGBL0.0%—

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

Income After Fees on $10,000

$164most kept, CGBL

CGBL$197 − $33 = $164

BOUT$32 − $80 = −$48

KeptFee

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