CGCP vs SPY

ACGCP

BSPY

Measures won3–2CGCP wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income5.10%CGCP · $510 on $10k

Smallest drop−4.5%CGCP · worst fall in 1Y

Held in common0.0%CGCP and SPY

CGCP

SPY

Capital Group Core Plus Income ETF · $8.7BState Street SPDR S&P 500 ETF · $819B

+6.2%3 years · per year$11,971 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.34%Expense ratio$34 · $9 on $10k · lower wins0.09%

5.10%12-mo yield$510 · $103 on $10k1.03%

−4.5%Worst dropSmaller wins−8.9%

4.1%VolatilityLower wins13.6%

3–2CGCP wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGCP · SPY

0.0%ORCL0.4%

Held in common0.0%

End-of-day Nov 5, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ACGCP	Capital Group Core Plus Income ETFRead Desk		0.34%	5.10%	+0.2%	−0.3%	+0.4%	+6.2%	new	−4.5%	$8.7B

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ACGCP	Capital Group Core Plus Income ETFRead Desk		0.34%	5.10%	+0.2%	−0.3%	+0.4%	+6.2%	new	−4.5%	$8.7B

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

Cards for this view

CGCP vs SPY

CGCP

Capital Group Core Plus Income

[…]

SPY

SPDR S&P 500

$17,099

MeasureCGCPSPY

Fee0.34%0.09%

Cost on $10k a year$34$9

Yield5.10%1.03%

5 years, per year[…]+11.3%

3 years, per year+6.2%+22.0%

Worst drop · 1Y−4.5%−8.9%

Volatility · 1Y4.1%13.6%

3–2measures won
CGCP first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CGCP, SPY

Today

0.0%most shared, CGCP and SPY

CGCPSPY

CGCP—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$476most kept, CGCP

CGCP$510 − $34 = $476

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee