CGMM vs VUG

ACGMM

BVUG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

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

Held in common3.2%CGMM and VUG

CGMM

VUG

Capital Group U.S. Small and Mid Cap ETF · $3.7BVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

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

0.40%12-mo yield$40 · $42 on $10k0.42%

−10.1%Worst dropSmaller wins−15.1%

16.4%VolatilityLower wins19.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCGMM · VUG

0.8%NET0.3%

0.4%DDOG0.3%

0.3%SNOW0.3%

1.5%BE0.2%

Held in common3.2%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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%	$3.7B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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%	$3.7B

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 VUG

CGMM

Capital Group U.S. Small and Mid Cap

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureCGMMVUG

Fee0.51%0.03%

Cost on $10k a year$51$3

Yield0.40%0.42%

5 years, per year[…]+10.0%

3 years, per year[…]+22.6%

Worst drop · 1Y−10.1%−15.1%

Volatility · 1Y16.4%19.0%

2–1measures won
CGMM first

3.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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: CGMM, VUG

Today

3.2%most shared, CGMM and VUG

CGMMVUG

CGMM—3.2%

VUG3.2%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

CGMM$40 − $51 = −$11

KeptFee

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