CGMS vs SCHD

ACGMS

BSCHD

Measures won3–2CGMS wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SCHD $16,375

Lowest cost0.03%VOO · $3 on $10k

Most income6.05%CGMS · $605 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 · $120B

+8.1%3 years · per year$12,627 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

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

6.05%12-mo yield$605 · $298 on $10k2.98%

−2.8%Worst dropSmaller wins−6.9%

3.7%VolatilityLower wins11.7%

3–2CGMS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGMS · SCHD

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

Held in common0.0%

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	ACGMS	Capital Group U.S. Multi-Sector Income ETFRead Desk	0.39%	6.05%	−0.1%	+0.8%	+2.0%	+8.1%	new	−2.8%	$5.6B

End-of-day Nov 5, 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%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	ACGMS	Capital Group U.S. Multi-Sector Income ETFRead Desk	0.39%	6.05%	−0.1%	+0.8%	+2.0%	+8.1%	new	−2.8%	$5.6B

End-of-day Nov 5, 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

$16,375

MeasureCGMSSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield6.05%2.98%

5 years, per year[…]+10.4%

3 years, per year+8.1%+20.3%

Worst drop · 1Y−2.8%−6.9%

Volatility · 1Y3.7%11.7%

3–2measures won
CGMS first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: CGMS, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

CGMSSCHDVOO

CGMS—0.0%0.1%

SCHD0.0%—7.6%

VOO0.1%7.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$566most kept, CGMS

CGMS$605 − $39 = $566

SCHD$298 − $6 = $292

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee