CGGR vs SPY

ACGGR

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common39.0%CGGR and SPY

CGGR

SPY

Capital Group Growth ETF · $25.0BState Street SPDR S&P 500 ETF · $778B

+23.5%3 years · per year$18,829 · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

0.15%12-mo yield$15 · $101 on $10k1.01%

−15.0%Worst dropSmaller wins−8.9%

19.1%VolatilityLower wins13.7%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGGR · SPY

5.1%MSFT6.2%

3.7%NVDA7.1%

2.7%AMZN4.0%

2.7%AAPL7.9%

Held in common39.0%

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ACGGR	Capital Group Growth ETFRead Desk		0.39%	0.15%	+3.0%	+3.8%	+6.3%	+23.5%	new	−15.0%	$25.0B

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ACGGR	Capital Group Growth ETFRead Desk		0.39%	0.15%	+3.0%	+3.8%	+6.3%	+23.5%	new	−15.0%	$25.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGGR vs SPY

CGGR

Capital Group Growth

[…]

SPY

SPDR S&P 500

$17,493

MeasureCGGRSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield0.15%1.01%

5 years, per year[…]+11.8%

3 years, per year+23.5%+21.9%

Worst drop · 1Y−15.0%−8.9%

Volatility · 1Y19.1%13.7%

4–1measures won
SPY first

39.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CGGR, SPY

Today

39.0%most shared, CGGR and SPY

CGGRSPY

CGGR—39.0%

SPY39.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

CGGR$15 − $39 = −$24

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee