CGMM vs DFNL5YCGMMCGMMAvsBDFNLDFNLCapital Group U.S. Small and Mid Cap ETF · $3.7BDavis Select Financial ETF · $458MReturns · dividends in[…]3 years · per year[…] · $20,301+26.6%[…]5 years · per year[…] · $17,837+12.3%Cost and income0.51%Expense ratio$51 · $61 on $10k · lower wins0.61%0.39%12-mo yield$39 · $129 on $10k1.29%
Overlap: CGMM, DFNL, VUGToday4.7%most shared, CGMM and DFNLCGMMDFNLVUGCGMM—4.7%3.2%DFNL4.7%—0.0%VUG3.2%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CGMM vs DFNL5YACGMMCapital Group U.S. Small and Mid Cap[…]vsDFNLBDavis Select Financial$17,837MeasureCGMMDFNLFee0.51%0.61%Cost on $10k a year$51$61Yield0.39%1.29%5 years, per year[…]+12.3%3 years, per year[…]+26.6%Worst drop · 1Y−10.1%−12.9%Volatility · 1Y16.8%15.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BDFNLDavis Select Financial ETFReadDesk0.61%1.29%+0.7%+6.1%+12.2%+26.6%+12.3%−12.9%$458M2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3ACGMMCapital Group U.S. Small and Mid Cap ETFReadDesk0.51%0.39%0.0%+9.8%+11.8%newnew−10.1%$3.7BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BDFNLDavis Select Financial ETFReadDesk0.61%1.29%+0.7%+6.1%+12.2%+26.6%+12.3%−12.9%$458M2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B3ACGMMCapital Group U.S. Small and Mid Cap ETFReadDesk0.51%0.39%0.0%+9.8%+11.8%newnew−10.1%$3.7BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: CGMM, DFNL, VUGToday4.7%most shared, CGMM and DFNLCGMMDFNLVUGCGMM—4.7%3.2%DFNL4.7%—0.0%VUG3.2%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$68most kept, DFNLDFNL$129 − $61 = $68VUG$41 − $3 = $38CGMM$39 − $51 = −$12KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee