CGMS vs CGDV

ACGMS

BCGDV

Measures won3–2CGMS wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGDV · $33 on $10k

Most income6.04%CGMS · $604 on $10k

Smallest drop−2.8%CGMS · worst fall in 1Y

Held in common0.1%CGMS and CGDV

CGMS

CGDV

Capital Group U.S. Multi-Sector Income ETF · $5.6BCapital Group Dividend Value ETF · $38.8B

+8.2%3 years · per year$12,655 · $20,044+26.1%

[…]5 years · per year[…]

0.39%Expense ratio$39 · $33 on $10k · lower wins0.33%

6.04%12-mo yield$604 · $122 on $10k1.22%

−2.8%Worst dropSmaller wins−9.7%

3.7%VolatilityLower wins12.6%

3–2CGMS wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsCGMS · CGDV

0.1%ORCL2.9%

Held in common0.1%

End-of-day Nov 4, 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							5Y/yr
1	ACGMS	Capital Group U.S. Multi-Sector Income ETFRead Desk		0.39%	6.04%	+0.5%	+0.9%	+2.2%	+8.2%	new	−2.8%	$5.6B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ACGMS	Capital Group U.S. Multi-Sector Income ETFRead Desk		0.39%	6.04%	+0.5%	+0.9%	+2.2%	+8.2%	new	−2.8%	$5.6B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGMS vs CGDV

CGMS

Capital Group U.S. Multi-Sector Income

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureCGMSCGDV

Fee0.39%0.33%

Cost on $10k a year$39$33

Yield6.04%1.22%

5 years, per year[…][…]

3 years, per year+8.2%+26.1%

Worst drop · 1Y−2.8%−9.7%

Volatility · 1Y3.7%12.6%

3–2measures won
CGMS first

0.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CGMS, CGDV

Today

0.1%most shared, CGMS and CGDV

CGMSCGDV

CGMS—0.1%

CGDV0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$565most kept, CGMS

CGMS$604 − $39 = $565

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee