CGMS vs IVV

ACGMS

BIVV

Measures won3–2CGMS wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income6.05%CGMS · $605 on $10k

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

Held in common0.1%CGMS and IVV

CGMS

IVV

Capital Group U.S. Multi-Sector Income ETF · $5.6BiShares Core S&P 500 ETF · $850B

+7.8%3 years · per year$12,518 · $18,084+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

6.05%12-mo yield$605 · $114 on $10k1.14%

−2.8%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.6%

3–2CGMS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGMS · IVV

0.1%ORCL0.4%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	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

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	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

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 IVV

CGMS

Capital Group U.S. Multi-Sector Income

[…]

IVV

iShares Core S&P 500

$17,177

MeasureCGMSIVV

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield6.05%1.14%

5 years, per year[…]+11.4%

3 years, per year+7.8%+21.8%

Worst drop · 1Y−2.8%−8.9%

Volatility · 1Y3.7%13.6%

3–2measures won
CGMS first

0.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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: CGMS, IVV, VOO

Today

92.2%most shared, IVV and VOO

CGMSIVVVOO

CGMS—0.1%0.1%

IVV0.1%—92.2%

VOO0.1%92.2%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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