CGMM vs DFNL

ACGMM

BDFNL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,632DFNL

Lowest cost0.51%CGMM · $51 on $10k

Most income1.30%DFNL · $130 on $10k

Smallest drop−10.1%CGMM · worst fall in 1Y

Held in common4.7%CGMM and DFNL

CGMM

DFNL

Capital Group U.S. Small and Mid Cap ETF · $3.6BDavis Select Financial ETF · $453M

[…]3 years · per year[…] · $20,631+27.3%

[…]5 years · per year[…] · $17,632+12.0%

0.51%Expense ratio$51 · $61 on $10k · lower wins0.61%

0.40%12-mo yield$40 · $130 on $10k1.30%

−10.1%Worst dropSmaller wins−12.9%

16.4%VolatilityLower wins15.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCGMM · DFNL

1.9%RNR3.3%

1.1%FITB5.8%

0.9%FI1.3%

0.9%COF10.3%

Held in common4.7%

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	BDFNL	Davis Select Financial ETFRead Desk		0.61%	1.30%	−1.8%	+4.9%	+15.0%	+27.3%	+12.0%	−12.9%	$453M
2	ACGMM	Capital Group U.S. Small and Mid Cap ETFRead Desk		0.51%	0.40%	−4.0%	+6.1%	+9.5%	new	new	−10.1%	$3.6B

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	BDFNL	Davis Select Financial ETFRead Desk		0.61%	1.30%	−1.8%	+4.9%	+15.0%	+27.3%	+12.0%	−12.9%	$453M
2	ACGMM	Capital Group U.S. Small and Mid Cap ETFRead Desk		0.51%	0.40%	−4.0%	+6.1%	+9.5%	new	new	−10.1%	$3.6B

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

CGMM vs DFNL

CGMM

Capital Group U.S. Small and Mid Cap

[…]

DFNL

Davis Select Financial

$17,632

MeasureCGMMDFNL

Fee0.51%0.61%

Cost on $10k a year$51$61

Yield0.40%1.30%

5 years, per year[…]+12.0%

3 years, per year[…]+27.3%

Worst drop · 1Y−10.1%−12.9%

Volatility · 1Y16.4%15.0%

2–2measures won
level

4.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CGMM, DFNL

Today

4.7%most shared, CGMM and DFNL

CGMMDFNL

CGMM—4.7%

DFNL4.7%—

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

Income After Fees on $10,000

$69most kept, DFNL

DFNL$130 − $61 = $69

CGMM$40 − $51 = −$11

KeptFee

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