CGMS vs VTI

ACGMS

BVTI

Measures won3–2CGMS wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI

Lowest cost0.03%VTI · $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 VTI

CGMS

VTI

Capital Group U.S. Multi-Sector Income ETF · $5.6BVanguard Morningstar Total Stock Market ETF · $689B

+7.8%3 years · per year$12,518 · $18,004+21.7%

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

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

6.05%12-mo yield$605 · $109 on $10k1.09%

−2.8%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.7%

3–2CGMS wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGMS · VTI

0.1%ORCL0.3%

0.0%DBD0.0%

0.0%SVC0.0%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	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 VTI

CGMS

Capital Group U.S. Multi-Sector Income

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureCGMSVTI

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield6.05%1.09%

5 years, per year[…]+10.4%

3 years, per year+7.8%+21.7%

Worst drop · 1Y−2.8%−8.9%

Volatility · 1Y3.7%13.7%

3–2measures won
CGMS first

0.1%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CGMS, VTI

Today

0.1%most shared, CGMS and VTI

CGMSVTI

CGMS—0.1%

VTI0.1%—

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

VTI$109 − $3 = $106

KeptFee

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