CGIC vs SPY

ACGIC

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.91%CGIC · $191 on $10k

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

Held in common1.1%CGIC and SPY

CGIC

SPY

Capital Group International Core Equity ETF · $2.6BState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.54%Expense ratio$54 · $9 on $10k · lower wins0.09%

1.91%12-mo yield$191 · $103 on $10k1.03%

−11.3%Worst dropSmaller wins−8.9%

17.5%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGIC · SPY

1.0%PM0.5%

0.4%AVGO2.2%

0.2%FCX0.1%

0.3%AMCR0.0%

Held in common1.1%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ACGIC	Capital Group International Core Equity ETFRead Desk		0.54%	1.91%	+0.1%	+7.3%	+12.5%	new	new	−11.3%	$2.6B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ACGIC	Capital Group International Core Equity ETFRead Desk		0.54%	1.91%	+0.1%	+7.3%	+12.5%	new	new	−11.3%	$2.6B

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

CGIC vs SPY

CGIC

Capital Group International Core Equity

[…]

SPY

SPDR S&P 500

$17,118

MeasureCGICSPY

Fee0.54%0.09%

Cost on $10k a year$54$9

Yield1.91%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y17.5%13.6%

3–1measures won
SPY first

1.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CGIC, SPY

Today

1.1%most shared, CGIC and SPY

CGICSPY

CGIC—1.1%

SPY1.1%—

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

Income After Fees on $10,000

$137most kept, CGIC

CGIC$191 − $54 = $137

SPY$103 − $9 = $94

KeptFee

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