CGMS vs CGDV

ACGMS

BCGDV

Measures won3–2CGMS wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income6.05%CGMS · $605 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 · $39.5B

+7.8%3 years · per year$12,518 · $18,840+23.5%

[…]5 years · per year[…]

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

6.05%12-mo yield$605 · $127 on $10k1.27%

−2.8%Worst dropSmaller wins−9.7%

3.7%VolatilityLower wins13.4%

3–2CGMS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGMS · CGDV

0.1%ORCL2.7%

Held in common0.1%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ACGMS	Capital Group U.S. Multi-Sector Income ETFRead Desk	0.39%	6.05%	−0.1%	+0.7%	+2.0%	+7.8%	new	−2.8%	$5.6B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ACGMS	Capital Group U.S. Multi-Sector Income ETFRead Desk	0.39%	6.05%	−0.1%	+0.7%	+2.0%	+7.8%	new	−2.8%	$5.6B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

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

Yield6.05%1.27%

5 years, per year[…][…]

3 years, per year+7.8%+23.5%

Worst drop · 1Y−2.8%−9.7%

Volatility · 1Y3.7%13.4%

3–2measures won
CGMS first

0.1%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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: CGMS, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

CGMSCGDVVIG

CGMS—0.1%0.1%

CGDV0.1%—29.4%

VIG0.1%29.4%—

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

Income After Fees on $10,000

$566most kept, CGMS

CGMS$605 − $39 = $566

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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