CGMS vs VYM

ACGMS

BVYM

Measures won3–2CGMS wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $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 VYM

CGMS

VYM

Capital Group U.S. Multi-Sector Income ETF · $5.6BVanguard High Dividend Yield ETF · $78.9B

+8.1%3 years · per year$12,627 · $17,266+20.0%

[…]5 years · per year[…] · $17,002+11.2%

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

6.05%12-mo yield$605 · $230 on $10k2.30%

−2.8%Worst dropSmaller wins−6.7%

3.7%VolatilityLower wins10.6%

3–2CGMS wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGMS · VYM

0.1%ORCL1.0%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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 VYM

CGMS

Capital Group U.S. Multi-Sector Income

[…]

VYM

Vanguard High Dividend Yield

$17,002

MeasureCGMSVYM

Fee0.39%0.04%

Cost on $10k a year$39$4

Yield6.05%2.30%

5 years, per year[…]+11.2%

3 years, per year+8.1%+20.0%

Worst drop · 1Y−2.8%−6.7%

Volatility · 1Y3.7%10.6%

3–2measures won
CGMS first

0.1%

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%

$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

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

Overlap: CGMS, VYM

Today

0.1%most shared, CGMS and VYM

CGMSVYM

CGMS—0.1%

VYM0.1%—

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

VYM$230 − $4 = $226

KeptFee

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