CGSM vs SCHD

ACGSM

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−2.3%CGSM · worst fall in 1Y

Held in common[…]CGSM and SCHD

CGSM

SCHD

Capital Group Short Duration Municipal Income ETF · $1.7BSchwab U.S. Dividend Equity ETF · $123B

+4.8%3 years · per year$11,513 · $17,414+20.3%

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

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

2.88%12-mo yield$288 · $298 on $10k2.98%

−2.3%Worst dropSmaller wins−6.9%

1.7%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGSM · SCHD

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

Held in common[…]

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ACGSM	Capital Group Short Duration Municipal Income ETFRead Desk		0.25%	2.88%	+0.2%	+2.0%	+2.6%	+4.8%	new	−2.3%	$1.7B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ACGSM	Capital Group Short Duration Municipal Income ETFRead Desk		0.25%	2.88%	+0.2%	+2.0%	+2.6%	+4.8%	new	−2.3%	$1.7B

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

CGSM vs SCHD

CGSM

Capital Group Short Duration Municipal Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureCGSMSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield2.88%2.98%

5 years, per year[…]+10.4%

3 years, per year+4.8%+20.3%

Worst drop · 1Y−2.3%−6.9%

Volatility · 1Y1.7%11.7%

3–2measures won
SCHD first

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: CGSM, SCHD

Today

[…]holdings […]

CGSMSCHD

CGSM—[…]

SCHD[…]—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

CGSM$288 − $25 = $263

KeptFee

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