CGMS vs SPY

ACGMS

BSPY

Measures won3–2CGMS wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income6.05%CGMS · $605 on $10k

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

Held in common0.1%CGMS and SPY

CGMS

SPY

Capital Group U.S. Multi-Sector Income ETF · $5.6BState Street SPDR S&P 500 ETF · $805B

+8.1%3 years · per year$12,627 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

6.05%12-mo yield$605 · $103 on $10k1.03%

−2.8%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.6%

3–2CGMS wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGMS · SPY

0.1%ORCL0.4%

Held in common0.1%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	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 SPY

CGMS

Capital Group U.S. Multi-Sector Income

[…]

SPY

SPDR S&P 500

$17,099

MeasureCGMSSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield6.05%1.03%

5 years, per year[…]+11.3%

3 years, per year+8.1%+22.0%

Worst drop · 1Y−2.8%−8.9%

Volatility · 1Y3.7%13.6%

3–2measures won
CGMS first

0.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CGMS, SPY

Today

0.1%most shared, CGMS and SPY

CGMSSPY

CGMS—0.1%

SPY0.1%—

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

SPY$103 − $9 = $94

KeptFee

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