FDAT vs CGBL

AFDAT

BCGBL

Measures won3–2FDAT wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.33%CGBL · $33 on $10k

Most income6.14%FDAT · $614 on $10k

Smallest drop−6.3%FDAT · worst fall in 1Y

Held in common0.0%FDAT and CGBL

FDAT

CGBL

Tactical Advantage ETF · $35MCapital Group Core Balanced ETF · $7.9B

+9.3%3 years · per year$13,067 · $15,725+16.3%

[…]5 years · per year[…]

0.74%Expense ratio$74 · $33 on $10k · lower wins0.33%

6.14%12-mo yield$614 · $197 on $10k1.97%

−6.3%Worst dropSmaller wins−7.9%

10.4%VolatilityLower wins10.8%

3–2FDAT wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsFDAT · CGBL

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

Held in common0.0%

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							5Y/yr
1	AFDAT	Tactical Advantage ETFRead Desk		0.74%	6.14%	+0.2%	+1.1%	+1.3%	+9.3%	new	−6.3%	$35M
2	BCGBL	Capital Group Core Balanced ETFRead Desk		0.33%	1.97%	+0.4%	+4.9%	+7.8%	+16.3%	new	−7.9%	$7.9B

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							5Y/yr
1	AFDAT	Tactical Advantage ETFRead Desk		0.74%	6.14%	+0.2%	+1.1%	+1.3%	+9.3%	new	−6.3%	$35M
2	BCGBL	Capital Group Core Balanced ETFRead Desk		0.33%	1.97%	+0.4%	+4.9%	+7.8%	+16.3%	new	−7.9%	$7.9B

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

FDAT vs CGBL

FDAT

Tactical Advantage

[…]

CGBL

Capital Group Core Balanced

[…]

MeasureFDATCGBL

Fee0.74%0.33%

Cost on $10k a year$74$33

Yield6.14%1.97%

5 years, per year[…][…]

3 years, per year+9.3%+16.3%

Worst drop · 1Y−6.3%−7.9%

Volatility · 1Y10.4%10.8%

3–2measures won
FDAT first

0.0%

holdings shared

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

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

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: FDAT, CGBL

Today

0.0%most shared, FDAT and CGBL

FDATCGBL

FDAT—0.0%

CGBL0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$540most kept, FDAT

FDAT$614 − $74 = $540

CGBL$197 − $33 = $164

KeptFee

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