CGMS vs CGDV5YCGMSCGMSAvsBCGDVCGDVCapital Group U.S. Multi-Sector Income ETF · $5.7BCapital Group Dividend Value ETF · $37.8BReturns · dividends in+7.1%3 years · per year$12,288 · $18,754+23.3%[…]5 years · per year[…]Cost and income0.39%Expense ratio$39 · $33 on $10k · lower wins0.33%6.07%12-mo yield$607 · $124 on $10k1.24%
$10,000 in CGMS, CGDV, VYM5Y$10k startVYM $17.3kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CGMS, CGDV, VYMToday22.9%most shared, CGDV and VYMCGMSCGDVVYMCGMS—0.1%0.1%CGDV0.1%—22.9%VYM0.1%22.9%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
CGMS vs CGDV5YACGMSCapital Group U.S. Multi-Sector Income[…]vsCGDVBCapital Group Dividend Value[…]MeasureCGMSCGDVFee0.39%0.33%Cost on $10k a year$39$33Yield6.07%1.24%5 years, per year[…][…]3 years, per year+7.1%+23.3%Worst drop · 1Y−2.8%−9.7%Volatility · 1Y3.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.25%+0.5%+15.9%+19.4%+19.6%+11.5%−6.7%$78.9B2ACGMSCapital Group U.S. Multi-Sector Income ETFReadDesk0.39%6.07%−0.5%+0.4%+1.6%+7.1%new−2.8%$5.7B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$37.8BEnd-of-day Nov 10, 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▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.25%+0.5%+15.9%+19.4%+19.6%+11.5%−6.7%$78.9B2ACGMSCapital Group U.S. Multi-Sector Income ETFReadDesk0.39%6.07%−0.5%+0.4%+1.6%+7.1%new−2.8%$5.7B3BCGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$37.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: CGMS, CGDV, VYMToday22.9%most shared, CGDV and VYMCGMSCGDVVYMCGMS—0.1%0.1%CGDV0.1%—22.9%VYM0.1%22.9%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$568most kept, CGMSCGMS$607 − $39 = $568VYM$225 − $4 = $221CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee