CGMS vs SCHD

ACGMS

BSCHD

Measures won3–2CGMS wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income6.04%CGMS · $604 on $10k

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

Held in common0.0%CGMS and SCHD

CGMS

SCHD

Capital Group U.S. Multi-Sector Income ETF · $5.6BSchwab U.S. Dividend Equity ETF · $121B

+8.2%3 years · per year$12,655 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

6.04%12-mo yield$604 · $291 on $10k2.91%

−2.8%Worst dropSmaller wins−6.9%

3.7%VolatilityLower wins11.5%

3–2CGMS wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGMS · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	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

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
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	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

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 SCHD

CGMS

Capital Group U.S. Multi-Sector Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureCGMSSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield6.04%2.91%

5 years, per year[…]+11.0%

3 years, per year+8.2%+21.4%

Worst drop · 1Y−2.8%−6.9%

Volatility · 1Y3.7%11.5%

3–2measures won
CGMS first

0.0%

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, SCHD

Today

0.0%most shared, CGMS and SCHD

CGMSSCHD

CGMS—0.0%

SCHD0.0%—

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

SCHD$291 − $6 = $285

KeptFee

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