CGMS vs VIG

ACGMS

BVIG

Measures won3–2CGMS wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income6.05%CGMS · $605 on $10k

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

Held in common0.1%CGMS and VIG

CGMS

VIG

Capital Group U.S. Multi-Sector Income ETF · $5.6BVanguard Dividend Appreciation ETF · $109B

+7.8%3 years · per year$12,518 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.39%Expense ratio$39 · $4 on $10k · lower wins0.04%

6.05%12-mo yield$605 · $150 on $10k1.50%

−2.8%Worst dropSmaller wins−7.9%

3.7%VolatilityLower wins10.8%

3–2CGMS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGMS · VIG

0.1%ORCL1.1%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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 VIG

CGMS

Capital Group U.S. Multi-Sector Income

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureCGMSVIG

Fee0.39%0.04%

Cost on $10k a year$39$4

Yield6.05%1.50%

5 years, per year[…]+10.2%

3 years, per year+7.8%+18.6%

Worst drop · 1Y−2.8%−7.9%

Volatility · 1Y3.7%10.8%

3–2measures won
CGMS first

0.1%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CGMS, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

CGMSVIGSCHD

CGMS—0.1%0.0%

VIG0.1%—14.5%

SCHD0.0%14.5%—

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

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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