CGSM vs SPYM

ACGSM

BSPYM

Measures won3–2CGSM wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.88%CGSM · $288 on $10k

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

Held in common[…]CGSM and SPYM

CGSM

SPYM

Capital Group Short Duration Municipal Income ETF · $1.8BState Street SPDR Portfolio S&P 500 ETF · $183B

+4.6%3 years · per year$11,434 · $17,936+21.5%

[…]5 years · per year[…] · $17,429+11.8%

0.25%Expense ratio$25 · $2 on $10k · lower wins0.02%

2.88%12-mo yield$288 · $103 on $10k1.03%

−2.3%

End-of-day Nov 10, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	ACGSM	Capital Group Short Duration Municipal Income ETFRead Desk		0.25%	2.88%	−0.1%	+1.9%	+2.5%	+4.6%	new	−2.3%	$1.8B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	ACGSM	Capital Group Short Duration Municipal Income ETFRead Desk		0.25%	2.88%	−0.1%	+1.9%	+2.5%	+4.6%	new	−2.3%	$1.8B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGSM vs SPYM

CGSM

Capital Group Short Duration Municipal Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureCGSMSPYM

Fee0.25%0.02%

Cost on $10k a year$25$2

Yield2.88%1.03%

5 years, per year[…]+11.8%

3 years, per year+4.6%+21.5%

Worst drop · 1Y−2.3%−8.9%

Volatility · 1Y1.7%

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CGSM vs SPYM

Both

Both

$10,000 in CGSM, SPYM

Overlap: CGSM, SPYM

CGSM vs SPYM

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Income After Fees on $10,000