CGMM vs VO

ACGMM

BVO

Measures won0–4VO wins · of 6 · 5Y

$10,000 · 5Y$13,590VO

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common16.2%CGMM and VO

CGMM

Capital Group U.S. Small and Mid Cap ETF · $3.5BVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $16,701+18.6%

[…]5 years · per year[…] · $13,590+6.3%

0.51%Expense ratio$51 · $3 on $10k · lower wins0.03%

0.40%12-mo yield$40 · $139 on $10k1.39%

−10.1%Worst dropSmaller wins−8.2%

16.4%VolatilityLower wins12.9%

0–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGMM · VO

0.8%NET1.1%

1.5%BE0.8%

0.8%HLT0.7%

1.9%DASH0.7%

Held in common16.2%

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	ACGMM	Capital Group U.S. Small and Mid Cap ETFRead Desk		0.51%	0.40%	+1.2%	+7.4%	+10.0%	new	new	−10.1%	$3.5B

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	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	ACGMM	Capital Group U.S. Small and Mid Cap ETFRead Desk		0.51%	0.40%	+1.2%	+7.4%	+10.0%	new	new	−10.1%	$3.5B

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

CGMM vs VO

CGMM

Capital Group U.S. Small and Mid Cap

[…]

Vanguard Morningstar Mid-Cap

$13,590

MeasureCGMMVO

Fee0.51%0.03%

Cost on $10k a year$51$3

Yield0.40%1.39%

5 years, per year[…]+6.3%

3 years, per year[…]+18.6%

Worst drop · 1Y−10.1%−8.2%

Volatility · 1Y16.4%12.9%

4–0measures won
VO first

16.2%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CGMM, VO

Today

16.2%most shared, CGMM and VO

CGMMVO

CGMM—16.2%

VO16.2%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

CGMM$40 − $51 = −$11

KeptFee

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